SCOE IT - Frontline ERP Team

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

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"Keep looking up...That is the secret to life" — Snoopy

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February 2026

SCOE IT/Business Calendar of Events

HR/Payroll User Group (In person ONLY)

February 11, 2026- 9:00 am - 11:00 am at SCOE in TLC Eagan 1 & 2
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 9, 2026 Lincoln Day Observed

SCOE Closed - February 16, 2026 President’s Day Observed

February 26, 2026- 9:00 am - 11:00 am DBUG at SCOE (Monthly on the 4th Thursday) in person or Zoom.
DBUG is a countywide user group facilitated by SCOE that connects school district business professionals to collaborate, problem-solve, and stay current on business, payroll, HR, and fiscal reporting topics. It provides a space for sharing updates, asking questions, and learning from peers and SCOE staff to support accurate and effective district business operations.

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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.

Must be logged into Frontline EPR for registration links to work

Just-In-Time Webinar - February 4, 2026 2:00-3:00 pm - Free

Seniority - Walk through the logic of Seniority in ERP-CA and demonstrate how to pull Seniority Reports. Click here to Register

Budget Revision Certification Course - February 17-20, 2026 9:00 am - 2:00 pm - $695 Utilizing Budget Models to Create Scenarios for Negotiations • Sessions will demonstrate and provide hands-on opportunities to teach how ERP -CA system can be used to prepare for interim reporting. • Learn about the components to utilize models for interim reporting and making accurate projections Dates. Click here to register

Frontline ERP Basics - February 24, 2026 1:00 - 3:00 pm - $95 This workshop is designed to help users get comfortable and confident with using ERP-CA. Discover helpful tips and time saving tricks to make the most of the software. For new users or anyone who is looking to sharpen their skills. This session focuses on the desktop version. Click here to register

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CASBO Learning Opportunities

Payroll EssentialsCertificate session now open through June 2026! Build payroll confidence and accuracy with CASBO’s Payroll Essential Certificate, available online and in person.

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.

What you’ll learn:

• Computation from gross to net pay
• Compliance with federal, state and local laws and regulations
• Best practices for adhering to education code, labor law and tax requirements
• Application of retirement system requirements to payroll processes
• 18 CEUs (continuing education units) to further professional development
• Certificate of Completion

Login to CASBO to register: https://www.casbo.org/learn/events/payroll-essentials/

February 11-13, 2026 | Virtual
March 10-12 | Santa Clara COE
April 8-10 | San Diego COE
June 3-5 | Virtual

February 10, 2026 | Virtual - CalSTRS/CalPERS: Retirement Concepts
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 make sure you’re setting up and correctly reporting for your employees. Click here to register

February 12, 2026 | Virtual - Leaves of Absences
This workshop will provide you with an understanding of how to track, explain and monitor leaves of absence with a special focus on the Federal Family and Medical Leave Act, California Family Rights Act, pregnancy leave and its effect on other types of leave, sick leave, extended illness leave (five months/100 days), industrial injury leave, and reinstatement rights. Click here to register

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Frontline ERP 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

Report Favorites

• Click in the User Id field to get a list of "Public" reports 
• Select a user to get a list of their reports
• Open to get a list of Report Criteria
• Ability to customize and save as your own report favorite

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Frontline ERP 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

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.

Pay10 Labor Distribution Detail.

Employee W2

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. 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.