SCOE IT - Frontline ERP Team
Danielle Boettner, Angie Duplicki, Tracy Lehmann, Marisol Vigil
Business Systems Support
Wishing you all the best as we enter the 2026-2027 Academic Year!
August 2026
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, in the lower left hand corner click on the Add to Google Calendar link (see below)
HFA Sick Leave Workshop - HYBRID
August 14, 2026 - 9:00 am - 11:00 am Register Here
This session is for Escape HR and Payroll users to review the Health Families Leave Act in order to comply with AB1522 (HFA). We will be meeting in the TLC Eagan 3 & 4. The documentation and zoom link will be sent to registered participants prior to the workshop.
Frontline ERP Learning Opportunities
August 3rd - Just-In-Time Webinar ERP-CA - JIT: Year End Closing: Closing the Fiscal Year
2:00 - 3:00PM PT Free -REGISTER HERE
Join this free session to review the checklist for closing the Fiscal Year.
August 3rd - August 7th ERP-CA - All Things Requisitions Seminar
9:00 - 11:00AM PT $395 REGISTER HERE
- In-depth training on Vendor Requisitions, Department Requisitions, and Stores Requisitions
- Sessions will demonstrate and provide hands on opportunities on setting up, monitoring, and processing the different types of requisitions in ERP-CA system
Dates: August 3, 5, and 7, from 9:00am-11:00am
August 14th ERP-CA - Credential Workshop
10:00 - 12:00PM PT $95 REGISTER HERE
This workshop is designed to review Credential Holder basics: searching for a Credential Holder, searching and reviewing Pay Holds, creating a List of Missing Persons, reviewing Credential Assignments and Add-ons, extracting credential records, connecting to the CTC Teacher Website, and understanding the Pay Matrix.
August 17th - August 21st ERP-CA - Position Control Seminar
9:00 - 11:00AM PT $395 Register Here
In-depth training on Position Control. The session will demonstrate and provide hands-on training on setup, maintenance, and reports. Dates: August 17, 19, and 21
August 18th - August 26th ERP-CA - Employee Management Certification
9:00 - 2:00PM PT $695 REGISTER HERE
The Employee Management Certification is a comprehensive four-day, hands-on training designed for HR/Payroll users responsible for managing employee records in ERP-CA. Participants gain in-depth knowledge of Employee Management, including navigating records, performing advanced searches, sorting and exporting data, understanding record relationships, managing assignments, processing new hires and terminations, executing mass changes, uploading information, and applying data-based logic. The course also emphasizes maintaining compliance through proper use of notes and attachments, and leveraging reporting tools to support payroll, position control, and organizational reporting. Through real-world scenarios and guided practice, users build the confidence to manage accurate, compliant employee data efficiently.
Dates: August 18th, 20th, 24th, and 26th, from 9am-2pm (will schedule an hour lunch in session)
August 25th - Just-In-Time Webinar ERP-CA - JIT: Beginning of the Year Tools Reports & Communication
2:00 - 3:00PM PT Free REGISTER HERE
Join this free session to review tools to help sites monitor budgets and financial activities for the year.
Frontline Gather User Conference: March 1-3, 2027 | Monterey, California
Join us for three days of practical insights, meaningful conversations, and ideas you can put into action right away across K-12 HR/Payroll and Business operations.
Early Bird passes are available now through Setember - take advantage of their lowest pricing. REGISTER HERE.
Helpful Resources
HR/Payroll
Employee06 - Monthly Employment Development Department - All California employers must report all of their new or rehired employees who work in California to the New Employee Registry within 20 days of their start-of-work date, which is the first day of work. Any employee that is rehired after a separation of at least 60 consecutive days must also be reported within 20 days. Employers who report electronically must submit two files each month that are not less than 12 days and not more than 16 days apart. No report should be submitted if there are no new or rehired employees to report. Review the EDD New Hire Employee Reporting document found in the SOCE Resources/Forms and Guides - IT Cheat Sheets. Or click the link below to download the document: EDD New Hire Employee Reporting (pdf)
Did you know you can send out supported reports via the Employee Portal?
Review the Employee Portal Report Attachments document for general directions on attaching a report via the portal. Click the link below to download the documentation:
Employee Portal Report Attachments (pdf)
Need assistance? Send an email to helpdesk@scoe.org
Employee 10 - Employment Notification - The purpose of this report is to produce a concise report for an employee showing employment information. HR and payroll personnel print these letters for employees at the beginning of every fiscal year. Includes personal information, tax setup, annual earnings and annual district-paid information. There is a signature line at the bottom of the report, and a page break after every employee.
Benefit40 - Open Enrollment Letter - This report is used to create an open enrollment letter, including current contact information and health/welfare elections for verification or change. It provides employees with a form to confirm/change their benefit setup. Benefit managers will run this report during open enrollment.
Finance
NEW Feature Turned on for ALL ORGS
Attach Original PO to Requisition - when you print/email the original PO, the software will create a PDF of the PO, with the name of <po#>.pdf (e.g., PO27-00156.pdf) and attach it to the requisition. The attachment will include the description of the purchase order, how it was sent (email or print) and when it was sent.
ReqPay17 - Independent Contractor Report - Businesses and government entities (defined as a "service-recipient") are required to report specified information to the Employment Development Department (EDD) on independent contractors (defined as a "service-provider"). You are required to report independent contractor information if you hire an independent contractor and the following statements all apply:
- You are required to file a Form 1099-MISC for the services performed by the independent contractor
- You pay the independent contractor $600 or more or enter into a contract for $600 or more
- The independent contractor is an individual or sole proprietorship
Districts must report independent contractor information to the EDD within 20 days of either making payments totaling $600 or more or entering into a contract for $600 or more or entering with an independent contractor in any calendar year, whichever is earlier. Businesses that transmit electronically must submit 2 monthly reports that are not less than 12 days and not more than 16 days apart.
Submit reports only for new independent contractors. Review the Independent Contractor Reporting document found in the SCOE Resources/Forms and Guides - IT Checklist and Guides.
Or click the link to download the document: Independent Contractor Reporting 2026 (pdf)
ReqPay05 - Payment Register - The purpose of this report is to get a list of payments for a vendor, by status, by date range or other criteria. Did you know this report highlights payments of interest with certain symbols?
- * (asterisk) - payment to a different vendor
- ! (exclamation) - prepaid payment
- @ (at sign) - liability payment
- ? (question mark) - name on check/advice is different from the payment
- F - final payment
Want to learn more? Each report has a web link (see figure below) that will take you to the Frontline Documentation about the report and the report sample!
