Sonoma County Office of Education

SCOE IT - Frontline ERP Team

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

Sept 2024 Escape Newsletter

September 2024


SCOE IT/Business Calendar of Events

Add the SCOE IT/Business Calendar to your personal Google calendar and be sure not to miss a SCOE deadline or Frontline ERP Training. From the ERP Activity Tree go to SCOE Resources - Calendar. From the opened calendar link, click on the  google calendar button  button to add.

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Frontline ERP Learning Opportunities

Frontline/ERP creates training resources including an ongoing series of live webinars covering a wide range of topics under the Learning Opportunities link within the software. From the Frontline ERP Activity Tree go to Online Resources - Learning Opportunities to view and register for Upcoming Events. Watch previously recorded webinars / seminars / workshops and gain valuable insight on the On-Demand Events page.

CASBO Learning Opportunities

If a Sonoma County School district employee attends an eligible workshop their district will be reimbursed for the cost of registration. Districts will pay for the registration upfront and then be reimbursed after proof of attendance has been provided to SCOE Kristin Enbysk (kenbysk@scoe.org). One person per district (unless approved by Greg Medici or Sarah Lampenfeld).

  • Payroll Essentials (Virtual) - September 10-12, 2024
  • Purchasing 101 & 201 (Virtual) - September 12, 2024
  • Budget Basics & Beyond - October 1, 2024
  • Standardized Account Code Structure: Basic Concepts - Oct 2, 2024
  • CalSTRS/CalPERS: Retirement Concepts -October 8, 2024
  • Vendor Reporting Concepts - October 10, 2024
  • Standardized Account Code Structure: Advanced Concepts - Oct 16, 2024
  • Vendor Reporting Concepts - October 22, 2024
  • Payroll Concepts -October 24, 2024

    • Login to CASBO to Register

    Helpful Reports in Frontline ERP

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    HR/Payroll
    Pos20 - Position Cost by Account

    Is your District in the middle of negotiations? The Pos20 is a great report to help figure the costs of an increase by bargaining unit, account or employee. This report can be exported to create a custom report.


    Finance
    HAR03 - Customer Statement

    This report can be printed on a regular basis to be sent to customers with outstanding amounts due. There is an option of Remit Style to include a Detachable stub to make it easy to return with payment. Save this as a Favorite and schedule to send to yourself each month.

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    Report Favorites

    Curious about other users' report favorites? You can find these in Report Favorites. This is available in HR/Payroll and Finance models. Search by the user's first initial and last name. From the list open the report to review. If you like it, save it as your own Favorite report parameters. Be sure to mark it as public so other users can search for your great reports. For steps to create Favorites and Schedule Reports Click link below: Report_Favorites-Public and Scheduling (pdf)

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    Employee Portal

    Now is a good time to remind employees about the Employee Portal. If your District is not using the portal, please contact the helpdesk@scoe.org.

    https://portal.scoe.org/#/login

    You may have new employees that worked in another District in Sonoma County, they can have access to multiple Districts in the Employee Portal.

    https://www.scoe.org/files/Employee_Portal_Multi_District_or_Change_in_District_Set_Up_2024.pdf