SCOE IT - Frontline ERP Team

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

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"January is the perfect time to reset, recharge and renew your focus on what truly matters."

 

 

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January 2026

SCOE IT/Business Calendar of Events

2025 Final 1099 Reports Due to SCOE - Monday January 5, 2026

2025 Final W2 Reports Due to SCOE - Friday January 9, 2026

2025 Final ACA Reports Due to SCOE - Friday January 30, 2026

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Frontline ERP Learning Opportunities

Click here to subscribe to the Frontline ERP California newsletter for product updates, highlights, and training opportunities.

JIT (Just in Time): 941 Reporting - January 6th, 2026 1:00 pm - 2:00pm (FREE)
Demonstration on how to pull 941 reports in ERP-CA - REGISTER HERE

Employee Management Certification - January 13 - 16, 2026 9:00 am - 2:00 pm - $695
General Responsibilities: HR/Payroll Users • In depth training on Employee Management in ERP-CA • Sessions will teach real-world skills to navigate the system confidently and streamline processes, learning how to efficiently search, sort and export data, understand relationships, manage changes, upload information, apply data-based logic, how to maintain compliance by utilizing notes and attachments, and utilizing reporting tools. Dates: January 13th, 14th, 15th, 16th @ 9am-2pm (will schedule and hour lunch in session) - REGISTER HERE

Negotiations in a Budget Model Seminar - January 21st, 28th & February 4th 10am-12pm - $395.00
Sessions will demonstrate and provide hands-on opportunities to teach how the CA-ERP system can be used to prepare for the commonly asked questions during negotiations such as cost of 1%, cost of a school, etc. REGISTER HERE

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Helpful Reports in Frontline ERP

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 Ledgerl02 to find any outstanding prior year vendor requisitions or invoices. If there are balances for prior year payroll for July 10, 2025, no action is needed.

Go to Finance – Reports – Ledger02 Closing Year: 2025 {2024/2025} A/R or A/P: Both Cleared Items: No - Do NOT Show Cleared Items JE Source?: Yes-include all JE Source Click Go to generate the report

If there are balances on this report they need to be resolved by journal entry or manually completing the prior year vendor requisition or manually completing the prior year invoice.

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 in Tasks. The message printed (indicating it is a reprint and not an original or a change) is defined in the Organization record

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Employee Portal

A copy of the W2 Form can be downloaded and printed by the employee via the Employee Portal after they are printed by SCOE in late January. https://portal.scoe.org/#/login

 

Click My Payroll Payroll History Tab Click Download or View W2

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.

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Vendor 1099 Form

Print Copy of Vendor 1099 Form

Go to Finance - Processes - Tax Reporting - Vendor 1099

Click Go to get a list of 1099 Vendors. From the list, open the vendor record, click on the report icon with magnifying glass to get a snapshot of the 1099 Form to print a copy.