Sonoma County Office of Education

SCOE IT - Escape Team

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

Escape newsletter-March23

March 2023

“St. Patrick's Day is an enchanted time—a day to begin transforming winter's dreams into summer's magic.”

— Adrienne Cook

SCOE IT/Business Calendar of Events

Escape - Position Control Workshop for Budget Development 2023/2024
March 16, 2023 - 9:00am-12:00pm Hybrid - Redwood C and Zoom   Click here to Register

Escape - Budget Development Workshop for 2023-2024
March 30, 2023 - 9:00am-12:00pm Hybrid - Redwood C and Zoom   Click here to Register

frontline icon

Frontline/Escape Learning Opportunities

Frontline Gather: ERP for California User Conference Now!
March 21–22, 2023
| Oakland, California

Whether you are a new user or you have been using ERP California for years, they have something for you. 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)!

Day 1: March 21st
Human Resources/Payroll Track

Day 2: March 22nd
Finance Track
For details on sessions, click here to view
Click here to register

Just-In-Time Webinar - Original Budget Development
March 29, 2023 9:00 - 10:00 am * Free
   Click here to register

Develop, submit, and post the upcoming budget. The agenda covers loading salaries, vacancies, benefits, and other amounts. It also includes site-based budgeting using allocations, editing budget line items, and running helpful reports.

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 CalSTRS/CalPERS Retirement Concepts. 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 CalSTRS/CalPERS Retirement Concepts- March 16, 2023 Virtual

This workshop will provide you with guidance on the requirements of the California State Teachers’ Retirement System (CalSTRS) and California Public Employees’ Retirement System (CalPERS), a basic understanding of the related laws and regulations, and the employer’s reporting responsibility. You’ll leave with best practices, tips, and pointers to ensure you’re setting up and correctly reporting for your employees.

Topics include:

  • Understanding the defined benefit plans and CalSTRS supplemental plan
  • Identifying and bringing employees into the correct retirement system
  • Why employees must belong to a retirement system
  • California Education Code and California Government Code requirements
  • Reciprocity contribution limits
  • Membership qualifications, elections, reduced workload
  • Excess sick leave
  • Social security and CalSTRS
  • CalPERS special compensation
  • Hiring retirees

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

Pos02 – Position Staffing by Account

This report lists active Position accounts with assignments, grouped and sorted by Position number. It includes Position information, employee information, and assignment information, including location, job category, job class, calendar, placement, FTE and account amounts.

finance report favorites


finance report favorites

Note: FTE Recap on last page of report

Escape ReqPay02 - Requisition Listing

Looking for a report to help stay on top of requisition statuses? Schedule the ReqPay02 - Requisition Listing Report as a Favorite to run monthly.

Go to Finance - Reports - Req/Payment

Enter Search Criteria

Starting Requisition Date: BFY
Ending Requisition Date: EFY
Requisition Status: Use drop down menu

Finance - reports - req/payment

Finance - reports - req/payment


Finance - reports - req/payment

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:

Finance - reports - req/payment