SCOE IT - Frontline ERP Team

Danielle Boettner, Angie Duplicki, Tracy Lehmann, Marisol Vigil - Business Systems Support

February 2025

SCOE IT/Business Calendar of Events

HR/Payroll User Group (In person ONLY)
February 13, 2025- 9:00 am - 11:00 am at SCOE in TLC 3&4
SCOE Business Services and SCOE IT are hosting the Frontline User Groups in person! We will have a meet and greet portion 9:00-9:15am, with an open discussion with your topics to follow. This is your chance to meet with colleagues in similar positions to brainstorm and network.
Click here to RSVP

SCOE Closed - February 10, 2025 Lincoln Day Observed

SCOE Closed - February 17, 2025 President’s Day Observed

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CASBO (CA Association of School Business Officials) Learning Opportunities

Register for 2024-25 Payroll Essentials in person at SCOE! This workshop is part of the SCOE Business Services Reimbursement program. School districts can receive reimbursement for one participant for this workshop with proof of payment and attendance.

Registration closes on Friday, February 26, 2025, or when the event sells out, whichever comes first.

Fees are:

$1,395 for CASBO Organizational Subscriber Employee Members*

$1,795 for Non-Members.*

*Registration includes the final exam and CEUs.

March 18-20, 2025 | Sonoma County Office of Education

Event Overview

CASBO’s Payroll Essentials Program is an intensive two-and-a-half-day training event that’s designed for current and aspiring school business professionals working in the discipline of payroll who want to get first-rate payroll skills. With this training, you’ll become proficient in your understanding of payroll-related computation from gross to net, federal, state, and local statutes, rules, and regulations; education code, labor law and tax administration; and retirement systems requirements. (CEUS: 18.0)

Check out the agenda and REGISTER NOW

If you are unable to attend in person, there are virtual dates available for this workshop as well:

There are upcoming CASBO Workshops that are on the SCOE Approved list for business concept training opportunities for your District employees!

SCOE will reimburse the cost of registration for our county Districts for one person for each workshop on the approved list. All registration and payments are directly through CASBO. For reimbursement to the District, please submit proof of payment along with proof of attendance and email items to Kristin Enbysk, kenbysk@scoe.org.

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Report Tips

Did you know you can share reports and get other user’s reports within your District and other Sonoma County Districts? If reports are marked as “Public” when creating Report Favorites, then the list of reports can be found in Report Favorites in both Finance and HR/Payroll activities. You can change the Module Id within either activity if you have permissions to both activities. The data is not shared, only the report criteria. This is a great way to share reports that SCOE Fiscal Management Advisors have created.

Go to HR/Payroll – Report Favorites

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Quick Starts

Quick starts allow you to open an activity quickly using the first two or three characters of the activity name and the parameters available for that Quick Start. Click the down arrow to see all Quick Starts based on permissions, press enter or click on search button.

Example Quick Starts for HR/Payroll

Search in Employee Management by Employee Id or Last Name
      Quick Start: em id 1234 or em last smith

Search in Adjust Payroll by Employee Id or Last Name
      Quick Start: pay id 1234 or pay last smith

Example Quick Starts for Finance

Search for Vendor Requisition Number
      Quick Start: vr R23-001234

Search for Fiscal Accounts
      Quick Start: ac

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Fiscal Accounts Drill Down

Did you know you can “drill” down to employee detail in Fiscal Accounts activity? Search by the Account Components to get a list of accounts, open account line, from the Fiscal99 Expenditure Account Snapshot, the blue underlines are links to other reports. Click on Expenditure amount, this will open the Pay10 Labor Distribution Detail to see employee names.

Employee Portal

Print Copy of W2 from the Employee Portal

A copy of the W2 Form can be downloaded and printed by the employee via the Employee Portal. https://portal.scoe.org/#/login

• Click My Payroll
• Payroll History Tab
• Click Download
• or View W2

Print Copy of Employee W2 from Frontline ERP

Go to HR/Payroll - Processing - Tax Reporting - Employee W2

If you are asked to print a copy of an individual employee’s W2, you can open their record from the Employee W2 activity and go to Tasks to select the Print Employee Copy Form Copy. The message printed (indicating it is a reprint and not an original or a change) is defined in the Organization record.