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Tuesday, October 8
 

10:00am PDT

eFinancePLUS Executive Roundtable
Tuesday October 8, 2024 10:00am - 10:55am PDT
Ambassador 5
Opportunity to provide feedback and share experiences on product, services and support relating to PS ERP
Speakers
JN

Jacqui Nielsen

Vice President, Product Management
JG

Jess Gartner

PowerSchool
Tuesday October 8, 2024 10:00am - 10:55am PDT
Ambassador 5
  eFinancePlus / PowerSchool ERP

11:10am PDT

Payroll 101
Tuesday October 8, 2024 11:10am - 12:05pm PDT
Ambassador 5
Are you new to eFinancePlus?  Are you new to payroll?  Or are you looking to learn more about the payroll process?  If you answered yes to any of these questions, this session is for you.  We will cover the basics of setting up a payroll and what happens during each step of the process.    
Speakers
avatar for Carol Weber

Carol Weber

Senior Solution Consultant, Sourcewell
My role at Sourcewell is to support districts through the implementation of eFinancePlus as well as to offer training and support in the software.  My primary focus is the HR and Payroll side of the software.  Prior to Sourcewell, I worked in the district doing primarily payroll... Read More →
Payroll 101 pptx
Tuesday October 8, 2024 11:10am - 12:05pm PDT
Ambassador 5
  eFinancePlus / PowerSchool ERP, Finance

1:05pm PDT

Tips and Tricks - HR and Payroll Potpourri
Tuesday October 8, 2024 1:05pm - 2:00pm PDT
Ambassador 5
This session is to provide tips and tricks in the software.  Share things you may not know or options for pain points.  
Speakers
avatar for Carol Weber

Carol Weber

Senior Solution Consultant, Sourcewell
My role at Sourcewell is to support districts through the implementation of eFinancePlus as well as to offer training and support in the software.  My primary focus is the HR and Payroll side of the software.  Prior to Sourcewell, I worked in the district doing primarily payroll... Read More →
Tuesday October 8, 2024 1:05pm - 2:00pm PDT
Ambassador 5
  eFinancePlus / PowerSchool ERP, Finance

3:45pm PDT

Payroll Roundtable
Tuesday October 8, 2024 3:45pm - 4:40pm PDT
Ambassador 5
Speakers
avatar for Carol Weber

Carol Weber

Senior Solution Consultant, Sourcewell
My role at Sourcewell is to support districts through the implementation of eFinancePlus as well as to offer training and support in the software.  My primary focus is the HR and Payroll side of the software.  Prior to Sourcewell, I worked in the district doing primarily payroll... Read More →
Tuesday October 8, 2024 3:45pm - 4:40pm PDT
Ambassador 5
  eFinancePlus / PowerSchool ERP, Finance
 
Wednesday, October 9
 

8:30am PDT

Payroll Calendar Year End
Wednesday October 9, 2024 8:30am - 9:25am PDT
Ambassador 5
Learn what reports to run and balance in preparation for W2 processing and year-end tax filings. We will also discuss options for updating deduction codes that may change with your first payroll of the new year, as well as updating tax tables and the Employee Access Center.
Speakers
avatar for Anna Overman

Anna Overman

Operations & Systems Manager, Shared Resource Center
Anna Overman has been a part of school district fiscal processes for over 5 years as a Payroll Specialist, eFinancePlus Senior Implementation Specialist, and Operations & Systems Manager. She has lead the eFinancePlus conversion and trained users in over a dozen school districts and... Read More →
SNUG2024 Payroll Calendar Year End pdf
Wednesday October 9, 2024 8:30am - 9:25am PDT
Ambassador 5
  eFinancePlus / PowerSchool ERP, Finance

11:00am PDT

HR Electronic Contracts
Wednesday October 9, 2024 11:00am - 11:55am PDT
Ambassador 5
Are you aware that you can generate Employee Contracts or Notices in eFinancePlus and post them in Employee Access Center for employees to acknowledge?  Do you need to generate contracts or notice of assignments with next year salaries?  Do you need to include user defined fields in your contracts?  How about posting your district employee handbook?  Come to this session to learn the basics of setting up and using contract center.
Speakers
avatar for Carol Weber

Carol Weber

Senior Solution Consultant, Sourcewell
My role at Sourcewell is to support districts through the implementation of eFinancePlus as well as to offer training and support in the software.  My primary focus is the HR and Payroll side of the software.  Prior to Sourcewell, I worked in the district doing primarily payroll... Read More →
sample contract docx
Contract Center pptx
sample contract pdf
Wednesday October 9, 2024 11:00am - 11:55am PDT
Ambassador 5
  eFinancePlus / PowerSchool ERP, Finance

12:55pm PDT

W2 Processing
Wednesday October 9, 2024 12:55pm - 1:50pm PDT
Ambassador 5
Next to contract rollovers, W2 processing can be one of the most nerve-wracking times of the year for payroll staff. Increase your comfort level as we go through the process step-by-step, giving tips and tricks along the way.
Speakers
avatar for Anna Overman

Anna Overman

Operations & Systems Manager, Shared Resource Center
Anna Overman has been a part of school district fiscal processes for over 5 years as a Payroll Specialist, eFinancePlus Senior Implementation Specialist, and Operations & Systems Manager. She has lead the eFinancePlus conversion and trained users in over a dozen school districts and... Read More →
SNUG2024 W2 Processing pdf
Wednesday October 9, 2024 12:55pm - 1:50pm PDT
Ambassador 5
  eFinancePlus / PowerSchool ERP, Finance

2:50pm PDT

ERP Position Requisition and Onboarding
Wednesday October 9, 2024 2:50pm - 3:45pm PDT
Ambassador 5
Why is Position Control important to your hiring process? How is it related to your overall Budget preparations throughout the current year and into the next? Let’s see how Position Control budgeting can be closely integrated with the hiring process to help save your staff time and the district money in the entire process. By focusing on positions, organizations can better plan for recruitment, training, and resource allocation.
Speakers
RL

Ryan Lee

PowerSchool
avatar for Gable Dixon

Gable Dixon

Senior Solution Engineer, PowerSchool
Wednesday October 9, 2024 2:50pm - 3:45pm PDT
Ambassador 5
  eFinancePlus / PowerSchool ERP, HR/PY
 
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