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Pentamation Training Schedule Archive

Fiscal Training Schedule
Student Training Schedule
Special Education Training Schedule

Fiscal Training Schedule

Trainer: Barbara Korastinsky
Time: 8:30 am to Noon, 1:00 pm – 4:00 pm
All WebEx sessions begin at 9:00 am.

Date	Time	Event
Monday, October 21	All Day	Fund Accounting Overview
Tuesday, October 22	All Day	Fund Accounting Workshop
Wednesday, October 23	All Day	Human Resources Overview
Thursday, October 24	All Day	Human Resources Workshop

Tuesday, November 5	All Day	Application Management: Security, Printer Tables, etc.
Wednesday, November 6		Fund Accounting Phase 1: Table Setup, Chart of Account
Thursday, November 7	All Day	Fund Accounting Phase 1, continued
Friday, November 8	All Day	Fund Accounting Phase 1, continued

Monday, December 2	All Day	Phase 1: Table Set-Up/Profile/Security
Tuesday, December 3	All Day	Payroll Phase 1, continued
Wednesday, December 4	All Day	Payroll Phase 1, continued
Thursday, December 5	All Day	Payroll Phase 2: Record Maintenance
Friday, December 6	All Day	Payroll Phase 1, Continued

Wednesday, December 11	AM	Personnel Phase 1: Tables, Security
	PM	Personnel Phase 2: Record Maintenance
Thursday, December 12	AM	Personnel Phase 3: Attendance Entry
	PM	Personnel Phase 4: Applicant Tracking

Monday, January 13	All Day	Payroll Phase 3: Payroll Parallel
Tuesday, January 14	All Day	Payroll Phase 3: Payroll Parallel, continued
Wednesday, January 15	All Day	Payroll Phase 3: Payroll Parallel, continued
Thursday, January 16	All Day	Payroll Phase 4: Periodic Routines

Monday, January 27	All Day	Live Payroll Assistance for Yamhill
Tuesday, January 28	All Day	Live Payroll Assistance for Yamhill
Wednesday, January 29	All Day	Fund Accounting Phase 2: Budget Preparation for Wave 1 Group

Wednesday, March 5	All Day	Fund Accounting Overview (WebEx- All Districts Must Attend)
Thursday, March 6	All Day	Human Resources Overview (WebEx- All Districts Must Attend)
Friday, March 7	All Day	Human Resources Workshop (WebEx- All Districts Must Attend)

Monday, April 7	All Day	Personnel Phases 1 & 2 (WebEx- All Districts Must Attend)
Tuesday, April 8	All Day	Fund Accounting Phase 1 - Tables
Wednesday, April 9	All Day	Payroll Phase 1
Thursday, April 10	All Day	Fund Accounting Phase 1 - Tables (Douglas Area Districts)
Friday, April 11	All Day	Payroll Phase 1 (Douglas Area Districts)

Wednesday, April 23	All Day	Payroll Phase 2 - Record Maintenance Day 1 of 3 (Training at WESD - All districts must attend)
Thursday, April 24	All Day	Payroll Phase 2 - Record Maintenance Day 1 of 3 (Training at WESD - All districts must attend)
Friday, April 25	All Day	Payroll Phase 2 - Record Maintenance Day 1 of 3 (Training at WESD - All districts must attend)

Wednesday, May 28	All Day	Fund Accounting Phase 3 - Requisitions/Purchasing/WISE
Thursday, May 29	All Day	Payroll Phase 3 - WESD & Mt. Angel
Friday, May 30	All Day	Payroll Phase 3 - WESD & Mt. Angel

Tuesday, June 17	All Day	Fund Accounting Phase 4 - Accounts Payable
Wednesday, June 18	All Day	Fund Accounting Phase 5 - General Ledger Activity
Thursday, June 19	All Day	Fund Accounting Phase 3 - Requisitions/Purchasing/WISE (Douglas Area Districts)
Friday, June 20	All Day	Fund Accounting Phase 4 - Accounts Payable (Douglas Area Districts)

Monday, June 23	All Day	Fund Accounting Phase 5 - General Ledger Activity (Douglas Area Districts)
Tuesday, June 24	All Day	Payrol Phase 3 - DESD & Glide (Douglas Area Districts)
Wednesday, June 25	All Day	Payroll Phase 3 - DESD & Glide (Douglas Area Districts)
Thursday, June 26	All Day	Payroll Phae 3 - Glendale & Riddle (Douglas Area Districts)
Friday, June 27	All Day	Payroll Phase 3 - Glendale & Riddle (Douglas Area Districts)

Tuesday, July 8	All Day	Live Payroll - Glendale (Douglas Area Districts)
Wednesday, July 9	All Day	Live Payroll - Glendale (Douglas Area Districts)
Thursday, July 10	All Day	Live Payroll - Glide (Douglas Area Districts)
Friday, July 11	All Day	Live Payroll - Glide (Douglas Area Districts)

Monday, July 14	All Day	Live Payroll - Mt. Angel
Tuesday, July 15	All Day	Live Payroll - Mt. Angel
Wednesday, July 16	All Day	Live Payroll - WESD
Thursday, July 17	All Day	Live Payroll - WESD

Tuesday, July 22	All Day	Live Payroll - Riddle (Douglas Area Districts)
Wednesday, July 23	All Day	Live Payroll - Riddle (Douglas Area Districts)
Thursday, July 24	All Day	Live Payroll - DESD (Douglas Area Districts)
Friday, July 25	All Day	Live Payroll - DESD (Douglas Area Districts)

Friday, August 1	All Day	Payroll Phase 4 - Periodic Routines (WebEx - All Districts Must Attend)

Note that live payroll assistance for Wave 2 can be scheduled if needed.
Cognos training will be conducted by Willamette Educational Service Department staff.
This schedule is subject to change.

Fiscal Training Schedule Continued

August 15, 2003	Trainer-Linda Tullis
Why	Pentamation Planning Session for Lake Oswego and Newberg
Where	WESD, Madrona Room, 9 until 11:30
What	Overviews and Checklists distributed at this meeting
Who	Fund Accounting, Payroll & HR People need to attend
August 22, 2003	Trainer-Linda Tullis
Why	Pentamation Planning Session for UMESD
Where	UMESD, 9 until 11:30
What	Overviews and Checklists distributed at this meeting
Who	Fund Accounting, Payroll & HR People need to attend
Oct 6, 2003	Trainer-Steve Sinner
Why	Fund Accounting Phase I-Tables
Where	WESD, Computer Lab, 8:30 until 4
What	Setup of Fund Accounting profile, start setup of org. chart, accounts & budget codes
Who	Fund Accounting People only
Oct 7, 2003	Trainer-Steve Sinner
Why	Fund Accounting Phase I-Tables
Where	WESD, Computer Lab, 8:30 until 4
What	Continuation of day before - HOMEWORK will be to finish all setup by Payroll-Phase 2 – November 3, 2003!
Who	Fund Accounting People only
Oct 8, 2003	Trainer-Steve Sinner
Why	Payroll Phase I-Tables
Where	WESD, Computer Lab, 8:30 until 4
What	Setup of Human Resources profile, start setup of payroll tables
Who	Payroll People only
Oct 9, 2003	Trainer-Steve Sinner
Why	Payroll Phase I-Tables
Where	WESD, Computer Lab, 8:30 until 4
What	Continuation of day before - HOMEWORK will be to finish all setup by Payroll-Phase 2 – November 3, 2003!
Who	Payroll People only
Oct 10, 2003	Trainer-Steve Sinner
Why	Personnel Phase I & 2-Tables
Where	WESD, Computer Lab, 8:30 until 12
What	Start setup of personnel tables - HOMEWORK will be to finish all setup by Payroll-Phase 2 – November 3, 2003!
Who	Human Resources People only
Oct 10, 2003	Checklist Stop and Check
	Employee data for conversion due to Kari Laizure
	Original and filled in payroll checks due to Kari Laizure
	Begin Direct Deposit application to your bank
	Payroll check logos & signature line due to Kari Laizure
	Printer information due to Kari Laizure
Oct 13, 2003	Trainers-Linda Tullis and Robin Rigoli
Why	Fund Accounting Phase I-Tables
Where	UMESD, 8:30 until 4
What	Setup of Fund Accounting profile, start setup of org. chart, accounts & budget codes
Who	Fund Accounting People only
Oct 14, 2003	Trainers-Linda Tullis and Robin Rigoli
Why	Fund Accounting Phase I-Tables
Where	UMESD, 8:30 until 4
What	Continuation of day before - HOMEWORK will be to finish all setup by Payroll-Phase 2 – November 6, 2003!
Who	Fund Accounting People only
Oct 15, 2003	Trainers-Linda Tullis and Robin Rigoli
Why	Payroll Phase I-Tables
Where	UMESD, 8:30 until 4
What	Setup of Human Resources profile, start setup of payroll tables
Who	Payroll People only
Oct 16, 2003	Trainers-Linda Tullis and Robin Rigoli
Why	Payroll Phase I-Tables
Where	UMESD, 8:30 until 4
What	Continuation of day before - HOMEWORK will be to finish all setup by Payroll-Phase 2 – November 6, 2003!
Who	Payroll People only
Oct 17, 2003	Trainers-Linda Tullis and Robin Rigoli
Why	Personnel Phase I & 2-Tables
Where	UMESD, 8:30 until 12
What	Start setup of personnel tables - HOMEWORK will be to finish all setup by Payroll-Phase 2 – November 6, 2003!
Who	Human Resources People only
Oct 17, 2003	Checklist Stop and Check
	Employee data for conversion due to Kari Laizure
	Original and filled in payroll checks due to Kari Laizure
	Begin Direct Deposit application to your bank
	Payroll check logos & signature line due to Kari Laizure
	Printer information due to Kari Laizure
	Vendor data for conversion due to Kari Laizure
	Original and filled in PO’s & Invoices due to Kari Laizure
Nov 3, 2003	Trainer-Steve Sinner
Why	Payroll Phase 2-Record Maintenance
Where	WESD, Computer Lab, 8:30 until 4
What	Using converted employee data, setup of each employee record – deductions, pay rates, etc…
Who	Payroll People only
Nov 4, 2003	Trainer-Steve Sinner
Why	Payroll Phase 2 – Record Maintenance
Where	WESD, Computer Lab, 8:30 until 4
What	Using converted employee data, setup of each employee record – deductions, pay rates, etc… - HOMEWORK will be to finish all employee setup by Payroll Parallel!
Who	Payroll People only
Nov 5, 2003	UMESD Only-Trainer-Steve Sinner
Why	Fund Accounting Phase 3-Requisitions, Purchasing
Where	WESD, Computer Lab, 8:30 until 4
What	Setup of approval tables, verify vendor info. & requisition and PO processes – HOMEWORK will be to finish all approver setup by Dec 1, 2003!
Nov 6, 2003	UMESD Only-Trainers-Linda Tullis and Robin Rigoli
Why	Payroll Phase 2-Record Maintenance
Where	WESD, Computer Lab, 8:30 until 4
What	Using converted employee data, setup of each employee record – deductions, pay rates, etc…
Who	Payroll People only
Nov 7, 2003	UMESD Only-Trainers-Linda Tullis and Robin Rigoli
Why	Payroll Phase 2 – Record Maintenance
Where	WESD, Computer Lab, 8:30 until 4
What	Using converted employee data, setup of each employee record – deductions, pay rates, etc… - HOMEWORK will be to finish all employee setup by Payroll Parallel!
Who	Payroll People only
Nov 7, 2003	Checklist Stop and Check
	Direct Deposit application due to your bank
	Original and filled in AP checks due to Kari Laizure
	AP check, PO logos & signature lines due to Kari Laizure
Nov 12, 2003	UMESD Only-Trainers-Steve Sinner and Robin Rigoli
Why	Fund Accounting Phase 4-Accounts Payable
Where	UMESD, Computer Lab, 8:30 until 4
What	Accounts Payable Processing
Who	Accounts Payable People only
Nov 13, 2003	UMESD Only-Trainers-Steve Sinner and Robin Rigoli
Why	Fund Accounting Phase 5-General Ledger Activity
Where	UMESD, Computer Lab, 8:30 until 4
What	General Ledger Activity
Who	Fund Accounting People only
Nov 14, 2003	UMESD Only-Trainers-Steve Sinner and Robin Rigoli
Why	Accounts Receivable Training
Where	UMESD, Computer Lab, 8:30 until 4
What	Accounts Receivable Processing
Who	Accounts Receivable People only
Nov 17, 2003	Invite all districts on Pentamation-Trainer-Steve Sinner
Why	COGNOS Report Writer Training - Basic
Where	WESD, Computer Lab, 8:30 until 4
What	Developing Reports using COGNOS
Who	Anyone needing to use this function
Nov 18, 2003	Invite all districts on Pentamation-Trainer-Steve Sinner
Why	COGNOS Report Writer Training - Intermediate
Where	WESD, Computer Lab, 8:30 until 4
What	Developing Reports using COGNOS
Who	Anyone needing to use this function
Nov 19, 2003	Lake O, Newberg & UMESD-Trainer-Steve Sinner
Why	Fund Accounting Security Training
Where	WESD, Computer Lab, 8:30 until 12
What	How to give security rights and views to individual users
Who	People in charge of setting up new users
Nov 19, 2003
Why
Where	WESD,1 until 4
What	Payroll Periodic Routines
Who	All districts
Dec 1, 2003	Invite all districts on Pentamation-WebEX Session-Pentamation Trainer
Why	Fund Accounting Phase 2-Budget Prep
Where	WESD, Computer Lab, 8:30 until 4
What	Expenditure budget ledger
Who	Fund Accounting People only
Dec 9, 2003	Trainer-Steve Sinner
Why	Lake O Payroll Parallel
Where	Lake O School District, 9 until possibly late in evening
What	Payroll Parallel from November Payroll
Who	Pyaroll People only
Dec 10, 2003	Trainer-Steve Sinner
Why	Lake O Payroll Parallel
Where	Lake O School District, 9 until possibly late in evening
What	Payroll Parallel from November Payroll
Who	Pyaroll People only
Dec 15, 2003	Trainer-Steve Sinner
Why	Newberg Payroll Parallel
Where	Newberg School District, 9 until possibly late in evening
What	Payroll Parallel from December Payroll
Who	Payroll People only
Dec 16, 2003	Trainer-Steve Sinner
Why	Newberg Payroll Parallel
Where	Newberg School District, 9 until possibly late in evening
What	Payroll Parallel from December Payroll
Who	Payroll People only
Dec 17, 2003	Trainer-Steve Sinner
Why	Newberg HR Personnel
Where	Newberg School District, 9 until 4
What	Hold Day for HR for Cognos and Data
Who	HR People only
Dec 1, 2003	Checklist Stop and Check
	Verified printers are printing from Pentamation at your site: Invoices, AP checks, PO’s, etc…
	Final call to your bank for Direct Deposit – Make sure they are ready for you Payroll Pre-note.
January 5, 2004	Trainer-Steve Sinner
Why	UMESD Payroll Parallel
Where	UMESD, 9 until possibly late in evening
What	Payroll Parallel from December Payroll
Who	Payroll People only
January 6, 2004	Trainer-Steve Sinner
Why	UMESD Payroll Parallel
Where	UMESD, 9 until possibly late in evening
What	Payroll Parallel from December Payroll
Who	Payroll People only
January 8, 2004	Newberg Only-Live Payroll-Trainers-Linda Tullis and Robin Rigoli
Why	Live Payroll for Newberg
Where	Newberg School District, 9 until 4
What	Complete live payroll for Jan, 2004
Who	Payroll People only
January 9, 2004	Newberg Only-Live Payroll-Trainers-Linda Tullis and Robin Rigoli
Why	Live Payroll for Newberg
Where	Newberg School District, 9 until 4
What	Complete live payroll for Jan, 2004
Who	Payroll People only
January 9, 2004	Checklist Stop and Check
	Verify your Direct Deposit Pre-Note has been sent to your bank with Kari Laizure.
	Verify your bank has received your Pre-Note and they are ready for Direct Deposit in January with your live payroll.
	Follow up on any printer or form formatting issues with Kari Laizure.
January 15, 2004	Lake O Only-Live Payroll-Trainers-Linda Tullis and Robin Rigoli
Why	Live Payroll for Lake O
Where	Lake O School District, 9 until 4
What	Complete live payroll for Jan, 2004
Who	Payroll People only
January 16, 2004	Lake O Only-Live Payroll-Trainers-Linda Tullis and Robin Rigoli
Why	Live Payroll for Lake O
Where	Lake O School District, 9 until 4
What	Complete live payroll for Jan, 2004
Who	Payroll People only
January 20, 2004	Lake O Only-Live Payroll-Trainers-Linda Tullis
Why	Live Payroll for Lake O
Where	Lake O School District, 9 until 4
What	Complete live payroll for Jan, 2004
Who	Payroll People only
January 20, 2004	UMESD Only-Live Payroll-Trainers-Robin Rigoli
Why	Live Payroll for UMESD
Where	UMESD, 9 until 4
What	Complete live payroll for Jan, 2004
Who	Payroll People only
January 21, 2004	UMESD Only-Live Payroll-Trainers-Linda Tullis and Robin Rigoli
Why	Live Payroll for UMESD
Where	UMESD, 9 until 4
What	Complete live payroll for Jan, 2004
Who	Payroll People only
January 23, 2004	Trainer-Steve Sinner
Why	Payroll Phase 4-Periodic Routines
Where	WEB Ex-Each district at their own location, 9 until 12
What	Payroll Reports
Who	Payroll People only

Fiscal Training Schedule Continued

March 12th, 2004
Why	Human Resource Training Overview
Where	8:30 to 12, Newberg Business Office
What	Have Excel Data ready to look at and ready to send to Joel
Who	Loree and Irene
March 18th, 2004
Why	Human Resource Code Entry/Crosswalk
Where	8:30 until 2:30, Newberg Business Office
What	Look at Excel Data and compare to Pentamation See what new codes might need to be built
Who	Loree and Irene
March 23rd, 2004
Why	Account/Budget Code Data Entry Workshop
Where	8:30 until 3:30, Newberg Business Office
What	Have accounts codes, budget codes, and fund information
Who	Julie and Bill
March 31st, 2004
Why	Vendor Conversion Data Due
Where
What
Who	Claire and Julie
April 8th and 9th, 2004
Why	COGNOS Financial Training
Where	Willamette Education Service District Computer Lab
What
Who	All Business Staff
April 13th, 2004
Why	Requisitions and PO's
Where	8:30 until 4, Newberg Business Office
What	Bring Approval Tables, Ship to Codes, Dollar Limit Approval Amounts
Who	Paula and Julie
April 20th, 2004
Why	Accounts Receivable
Where	8:30 until 3:30, Newberg Business Office
What	Bring in how you are doing it now data Customer Data…this maybe something we can convert Service Codes Item Codes Category Codes
Who	Bill and Julie
May 14th, 2004
Why	Requisition and Approval Training for Secretaries
Where	10:15 until 12:15 and 1:15 until 3:15 (two groups of 10), Newberg HS Lab
What	Willamette Education Service District needs a list of all people attending training and principals by March 31st for setup. The people attending this training need to know their approval groups and some budget codes and accounts for this training. We will show them how to approve requisitions so they can train the principals. You don't want this group to be able to create any vendors.
Who	School Secretaries and Admin Secretaries
May 25th, 2004
Why	Accounts Payable
Where	8:30 until 2:30, Newberg Business Office
What	We could setup 1099 windows (very simple)
Who	Paula and Julie
June 3rd, 2004
Why	General Ledger
Where	8:30 until 2:30, Newberg Business Office
What
Who	Bill and Claire
July 29th, 2004
Why	Wave 4 Planning Sessions	What to bring Calendar Business cards Printer information (external ip addresses, make, model, location), Original Payroll and AP checks Filled in Payroll and AP checks Copies of PO’s and Invoices
Where	To Be Determined (About 2 hours)
What	Discuss deployment of financial system
Who	Business Manager, Payroll, Personnel, GL, AP & AR Employees, Tech person would be nice
August 17th, 2004
Why	Wave 4 Overview Sessions	What to bring Paper Pencil Candy Homework Put a box or folder together with all items discussed in the overview
Where	Morning for Payroll & Personnel (9-12), Afternoon for GL, AP, AR, and Purchasing (1-4)
What	Discuss what to bring to training, how to be prepared for your deployment, conversions & verification
Who	Business Manager, Payroll, GL, AP & AR Employees, Tech person would be nice
September 14th, 2004
Why	Fund Accounting Phase I-Tables	What to bring All Assets, Liabilities, Funds, Cost Centers, Locations & Objects or Accounts used on the General, Revenue & Expenditure Ledger
Where	8:30 - 4
What	Setup of Fund Accounting Profile, Start setup of org. chart, accounts & budget codes
Who	Fund Accounting People Only
September 15th, 2004
Why	Fund Accounting Phase I-Tables	What to bring All Assets, Liabilities, Funds, Cost Centers, Locations & Objects or Accounts used on the General, Revenue & Expenditure Ledger
Where	8:30 - 4
What	Setup of Fund Accounting Profile, Start setup of org. chart, accounts & budget codes
Who	Fund Accounting People Only
September 16th, 2004
Why	Fund Accounting Phase I-Tables	What to bring All Assets, Liabilities, Funds, Cost Centers, Locations & Objects or Accounts used on the General, Revenue & Expenditure Ledger
Where	8:30 - 4
What	Work Day with Assistance
Who	Fund Accounting People Only
September 17th, 2004
Why	Fund Accounting Phase I-Tables	What to bring All Assets, Liabilities, Funds, Cost Centers, Locations & Objects or Accounts used on the General, Revenue & Expenditure Ledger Homework To finish all setup by Payroll Phase 2 on November 12th, 2004
Where	8:30 - 12
What	Work Day with Assistance
Who	Fund Accounting People Only
September 20th - 24th, 2004. Checklist Stop and Check
	Employee Data Conversion Information due Original and Filled in Pay Checks due Payroll Check Logo & Signature Line due Begin Direct Deposit application to your bank Printer Information due Vendor Data Conversion Information due Original and Filled in PO’s & Invoices due PO & Invoice Signature Lines & Logos due
October 4th, 2004
Why	Personnel Phase I-Tables	What to bring University Codes Status Codes Union Codes Degree Codes Certification Types & Areas Homework To complete setup of tables by live start date of January 1st, 2005
Where	12:30- 4
What	Setup of Human Resources Profile, Start setup of personnel tables
Who	Personnel People Only
October 5th, 2004
Why	Payroll Phase I-Tables	What to bring Bank Codes Worker Comp Codes & Rates Calendars Salary Schedules Pay Codes & Job Class Codes Deductions/Benefits Leave Codes Department Codes All tax table information
Where	8:30 - 4
What	Setup of Human Resources Profile, Start setup of payroll tables
Who	Payroll People Only
October 6th, 2004
Why	Payroll Phase I-Tables	What to bring Bank Codes Worker Comp Codes Calendars Salary Schedules Pay Codes & Job Class Codes Deductions/Benefits Leave Codes Department Codes All tax table information
Where	8:30 - 4
What	Setup of Human Resources Profile, Start setup of payroll tables
Who	Payroll People Only
October 7th, 2004
Why	Payroll Phase I-Tables	What to bring Bank Codes Worker Comp Codes Calendars Salary Schedules Pay Codes & Job Class Codes Deductions/Benefits Leave Codes Department Codes All tax table information
Where	8:30 - 4
What	Work Day with Assistance
Who	Payroll People Only
October 8th, 2004
Why	Payroll Phase I-Tables	Homework To finish all setup by Payroll Phase 2 on November 12th, 2004
Where	8:30 - 12
What	Work Day with Assistance
Who	Payroll People Only
October 4th - 8th, 2004. Checklist Stop and Check
	Employee Data Conversion Information Verified Direct Deposit application due to your bank Printers confirmed working Vendor Data Conversion Information ready for verification Original and Filled in AP checks due AP check, Logos & signature lines due
November 2nd, 2004
Why	Fund Accounting Phase 3-Requisisiton & Purchasing	What to bring Approval table A complete Purchase Order Vendor Data PO Signature & Logo
Where	8:30 - 4
What	Setup of approval tables, verify vendor info & requisition and PO processes
Who	Main Purchasing Order People Only
November 3rd, 2004
Why	Fund Accounting Phase 4-Accounts Payable	What to bring Vendor Data to Verify Original Blank A/P Check Filled in A/P Check A/P Check Signature & Logo
Where	8:30 - 4
What	Accounts Payable Processing
Who	Accounts Payable People Only
November 4th, 2004
Why	Fund Accounting Phase 5-General Ledger Activity
Where	8:30 - 4
What	General Ledger Activity
Who	Fund Accounting People Only
November 8th, 2004
Why	Security Training	What to bring Employee Roles & Responsibilities List of Usernames
Where	1 - 4
What	Assigning Securities to Pentamation Users
Who	Security Officer
November 9th, 2004
Why	Cognos Training	What to bring Reports in existing system you would like to develop in Pentamation
Where	8:30 - 4
What	Developing Cognos Reports
Who	All main employees using Finance or Trainers
November 10th, 2004
Why	Accounts Receivable Training	What to bring Invoice Invoice Signature & Logo Customer Information to Verify
Where	8:30 - 4
What	Accounts Receivable Processing
Who	Accounts Receivable People Only
November 16th, 2004
Why	Payroll Phase 2-Record Maintenance	What to bring Employees pay rate info. Employee deduction info. Employee tax info. Employee PERS info.
Where	8:30 - 4
What	Using converted employee data, setup of each employee record-deductions, pay rates, etc…
Who	Payroll People Only
November 17th, 2004
Why	Payroll Phase 2-Record Maintenance	What to bring Employees pay rate info. Employee deduction info. Employee tax info. Employee PERS info.
Where	8:30 - 4
What	Using converted employee data, setup of each employee record-deductions, pay rates, etc…
Who	Payroll People Only
November 18th, 2004
Why	Payroll Phase 2-Record Maintenance	What to bring Employees pay rate info. Employee deduction info. Employee tax info. Employee PERS info Homework Finish setup of all employee pay rates prior to payroll parallel on December??? Remember: If an employee doesn’t have a pay rate, they won’t get a pay check! Every employee must have a pay rate by parallel!
Where	8:30 - 4
What	Using converted employee data, setup of each employee record-deductions, pay rates, etc…
Who	Payroll People Only
November 22nd - 26th, 2004. Checklist Stop and Check
	Final call to your bank for Direct Deposit – Make sure they are ready for your payroll pre-note
Month of December will be used for payroll parallel. Also, Year End Maintenance, W-2’s and 1099’s for existing customers
Month of January will be used for live payroll
February 1st, 2005
Why	Payroll Phase 4-Payroll Periodic Routines	What to bring List of reports you would like to print out or keep electronically
Where	8:30 - 4
What	Payroll Reports and Oregon State Reporting
Who	Payroll People Only
Month of February will also start the budget prep module assistance for customers

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Student Training Schedule

Morning sessions will occur from 8:30 a.m. to 11:30 a.m., and the afternoon sessions will occur from 12:30 p.m. until 3:30 p.m. The recommended class size is a maximum of sixteen -- eight terminals with two individuals per terminal. The Core Team will assist with larger classes.

Monday, December 9	8:30 a.m. – 10:00 a.m. 10:00 a.m. – 11:30 a.m. 11:30 a.m. – 12:30 p.m. 12:30p.m. – 2:30 p.m. 2:30 p.m. – 3:30 p.m.	Graphical Student Management System Overview Review Graphical Student Management System Application Profile Application Profile Student Registration Overview Review Student Registration Application Profile
Tuesday, December 10	AM PM	Student Scheduling Overview Student Scheduling Overview Continued and Review Student Scheduling Application Profile
Wednesday, December 11	8:30 a.m. – 10:00 a.m. 10:00 a.m. – 11:30 a.m. PM	Daily Attendance Overview and Review Daily Attendance Application Profile Class Attendance Overview and Review Class Attendance Application Profile Discipline Overview and Review Discipline Application Profile
Thursday, December 12 Location – Willamette Room	8:30 a.m. – 10:00 a.m. 10:00 a.m. – 11:30 a.m. PM	Report Cards Overview - Include Teacher Workstation and Standard Third Party Interface and Review Report Cards Application Profile Interim Progress Reporting Overview and Review Interim Progress Reporting Application Profile Student Transcripts Overview and Review Student Transcripts Application Profile

Tuesday, January 7 (Instructor - Ed Kobus) Via WebEx Session Location - TBA	8:30 a.m. - 10:00 a.m. 10:00 a.m. - 11:30 a.m. 12:30 p.m. - 3:30 p.m.	Graphical Student Management System Overview and Review Graphical Student Management System Application Profile Student Registration Overview and Review Student Registration Application Profile Student Scheduling Overview and Review Student Scheduling Application Profile
Wednesday, January 8	8:30 a.m. - 10:00 a.m. 10:00 a.m. - 11:30 a.m.	Report Cards Overview - Include Teacher Workstation and Standard Third Party Interface and Review Report Cards Application Profile Student Transcripts Overview and Review Student Transcripts Application Profile

Monday, January 13	AM/PM	Student Registration Phase 1: Application Management
Tuesday, January 14 Location – Mobile Lab 2600C	AM/PM	Student Scheduling Phase 1: Application Management
Wednesday, January 15	AM/PM	Student Registration Phase 2: Student Record Keeping
Thursday, January 16	AM/PM	Student Scheduling Phase 2: Pre-Master Schedule
Friday, January 17 Location – Computer Lab	AM PM	Room Catalog and Teacher Catalog Workshop for Elementary Staff Room Catalog, Teacher Catalog, and Course Catalog Workshop

Wednesday, January 29 (Instructor – Ellen Hospador) Via WebEx Session Location – Computer Lab	AM/PM	Cognos Report Writer Orientation – System Administration and Catalogs
Thursday, January 30 (Instructor – Ellen Hospador) Via WebEx Session (Instructor – Ed Kobus) Via WebEx Session	AM PM	Master Schedule Builder Overview and Review Master Schedule Builder Application Profile Verify Student Registration Conversion and Train Registration List Option

Monday, February 10 Instructor – Ed Kobus) Location TBD	AM/PM	Accelerated Application Training for Internal Trainers
Tuesday, February 11	AM/PM	Accelerated Application Training for Internal Trainers
Wednesday, February 12 Location: WebEx from WESD offices	AM PM	Verify Student Registration Conversion: Mt. Angel/YCEP/Athena-Weston Standard Interface Phase 1: Application Management
Thursday, February 13	AM/PM	Cognos Report Writer Orientation - System Administration and Catalogs

Tuesday, February 25 (Instructor – Ed Kobus) Via WebEx Session Location – Computer Lab	AM PM	Longitudinal Testing Database Overview Review Longitudinal Testing Database Application Profile

Monday, March 17	AM PM	Graphical Student Management System Phase 1: Application Management Daily Attendance Phase 1: Application Management
Tuesday, March 18	AM/PM	Student Scheduling Phase 3: Scheduling Students
Wednesday, March 19	AM/PM	Student Scheduling Phase 3: Scheduling Students
Thursday, March 20	AM PM	Class Attendance Phase 1: Application Management Report Cards Phase 1: Application Management
Friday, March 21	AM PM	Report Cards Phase 1: Continued Hold as Needed

Monday, April 14	AM/PM	Student Scheduling Phase 4: Preparation for School Opening
Tuesday, April 15	AM/PM	Student Scheduling Phase 4: Preparation for School Opening
Wednesday, April 16	AM PM	Interim Progress Reporting Phase 1: Application Management Medical Records Overview and Review Medical Records Application Profile
Thursday, April 17	AM/PM	Master Schedule Builder Phase 1: Application Management

Monday, April 28	AM/PM	Medical Records Phase 1: Application Management
Tuesday, April 29	AM/PM	Discipline Phase 1: Application Management
Wednesday, April 30	AM/PM	Longitudinal Testing Database Phase 1
Thursday, May 1	AM/PM	YCEP Scheduling Workshop
Friday, May 2	AM/PM	Mt. Angel Scheduling Workshop

Monday, May 5 (Instructor – Ed Kobus) Location – Newberg	AM/PM	Newberg Scheduling Workshops
Tuesday, May 6 Location – Newberg	AM/PM	Master Schedule Builder Workshop
Wednesday, May 7 Location - WESD	AM/PM	LTDB
Thursday, May 8 Location - WESD	AM/PM	Teacher Workstation Overview and Phase One Setup
Friday, May 9 Location – Newberg	AM/PM	Newberg - Elementary Report Cards Phase One Setups

Monday, May 19	AM/PM	8:30 - Medical Records Phase 2 Student Record Keeping Groups - Newberg Core Team, Newberg Individuals Responsible for medical records
Tuesday, May 20	AM/PM	8:30 - Mt. Angel Scheduling - Mt. Angel (there) - Middle School Lab
Wednesday, May 21	AM/PM	8:30 - WESD Only
Thursday, May 22	AM/PM	8:30 - Student Transcripts Phase 1 & 2 Entering transfer information YCEP Only (here)
Friday, May 23	AM/PM	8:30 - Dennis - Athena Weston Scheduling Etc. (here)

Monday, June 23	AM/PM	YCEP Transfer Verification
Tuesday, June 24	AM/PM	YCEP Transfer Verification
Wednesday, June 25	AM/PM	YCEP Transfer Verification

Monday, June 30	AM/PM	Student Transcripts Phase 2: Entering Transfer Information & Cycle Procedures Groups Mt. Angel & Newberg & Athena Weston staff responsible for maintain student transcript information
Tuesday, July 1	AM/PM	Verify 2nd Student Registration Conversion Mt. Angel & Newberg & Athena Weston Staff
Wednesday, July 2	AM/PM	Verify Student Transcripts Conversion - Mt. Angel & Newberg & Athena Weston Staff

Monday, August 4	AM/PM	Daily Attendance for Elementary Staff - Groups - Mt. Angel (At Mt. Angel)
Tuesday, August 5	AM/PM	Daily Attendance for elementary Staff - P.M. Class Attendance for Middle School and High School Staff - Groups - Mt. Angel (At Mt. Angel)
Wednesday, August 6