SCOE IT - Frontline ERP Team
Danielle Boettner, Angie Duplicki, Tracy Lehmann, Marisol Vigil - Business Systems Support
September 2025
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
to add.
- Retirement Workshop/User Group - September 24, 2025 9:00 - 11:00 am
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.
- ERP CA Release Review 25.03 - September 4, 2025 11:00 - 11:45 am (Free)
- ERP CA Beginning of the Year Tools - Reports and Communication - September 10, 2025 1:00 pm (Free)
- ERP CA Basics - September 23, 2025 10:00 am - 12:00 pm ($95
- ERP CA Interim Reporting - October 2, 2025 1:00 pm (Free)
CASBO Learning Opportunities
>If a Sonoma County School district employee attends an eligible workshop, their district will be reimbursed for the cost of workshop registration, the District is responsible for the travel costs. Districts will pay for the registration upfront and submit proof of payment and attendance to SCOE, Kristin Enbysk (kenbysk@scoe.org). One person per district unless approved by Sarah Lampenfeld.
- Payroll Essentials - October 7-9, 2025 Virtual, November 12-14, 2025 Twin Rivers USD, Feb 11-13, 2026 Virtual, March 10-12, 2026 Santa Clara, April 8-10, 2026 San Diego COE, May 5-7, 2026 Virtual, June 3-5, 2026 Virtual
- CalSTRS/CalPERS: Retirement Concepts - September 18, 2025 Virtual
Helpful Reports
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
AR03 - 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.
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
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.<