Training
Escape Technology is proud to present the list of training webinars and training courses available to all customers! This includes Release Reviews and other scheduled topics.
Training webinars and courses are available for all our software, including new module implementation, new users, specific functionality - whatever your reason. A purchase order is required in advance of scheduling for the training.
We also provide free-of-charge Release Reviews, which discuss the latest changes. These are held after every release of Escape Online 5.
Our System Trainer
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Terri Hammond has 12 years school district experience, working in the business office of two Bay Area School districts. Since joining Escape in October 1998, Terri has worked in both Finance and HR/Payroll. She is a subject matter expert for the Finance Customer Care team.
What keeps Terri going for is Escape's dedication to customer satisfaction. As a past School District employee, she really understands the needs of school business and knows the work flows. |
Always the comedian, Terri uses this understanding to keep her trainings humorous and informative. For Terri, training is a way to share knowledge in a fun and exciting way!
As Terri says, "When you love what you do, you'll do a good job and I love what I do!"
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Training Webinars
The following training schedule is available to all Escape Online customers. The cost for webinars is included as part of the Escape Online maintenance agreement.
Any number of users from your organization can register. After registration, we send a link for entering the webinar. After the webinar, we provide links to the training documents and a video of the webinar for "on-demand" training for those users that were unable to attend the scheduled session.
2012 Schedule
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March 8 |
9am - 11:30 |
This course introduces vendor requisition workflow setup for approvals and notifications. Covers how to setup workflow users, definitions and rules. Discusses the difference between the Standard 1234 approval routing and workflow routing. Provides an overview of the necessary steps for implementing workflows. Briefly describes the relationship between workflow and the Department and User records. |
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April 5 |
9am - 11:30 |
This class covers reviewing salary schedules, calendars, pay cycles, and pay dates. Describes the roll forward assignment process, including rolling back and rolling forward multiple times, and running reports to review the outcome. Also covers excessive leave balances, end of year payroll processing, and reports relating to closing the payroll fiscal year. |
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May 17 |
9am - 11:30 |
This course details the preparation and procedures required for closing the books for the fiscal year. Step-by-step information on requisition year-end processing, including setup of liabilities and receivables, journal entry year-end processing setup, how to close out the fiscal year and year-end reporting. An overview of purchasing, warehouse and fixed assets year-end physical inventory is presented. Also includes an overview of account roll forward, expire, and general account management. |
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June 7 |
9am - 11:30 |
This course reviews the User record. Includes extensive discussion of roles for modules, activities and tasks. Covers user-based permissions for activities and forms with a detailed discussion of default user access to tabs. Also includes an overview of the department, location, and academic department permission. Provides examples of account permissions and their typical usage. Reviews the available user reports and fields for determining user access and login. |
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August 16 |
9am - 11:30 |
This course discusses three and five year budgets and how to calculate model projections. Includes discussion about bargaining units, other accounts, benefits, salary increases/decreases, reports, and entering data at the budget account level. |
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October 11 |
9am - 11:30 |
This course introduces HR authorization workflow setup for approvals and notifications. Covers how to setup workflow users, definitions and rules. Provides an overview of the necessary steps for implementing HRA workflows. Briefly describes the relationship between employee and positions and the inner workings of HRA forms. |
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December 13 |
9am - 11:30 |
This class studies the 1099 process, reviewing vendor address fields, defaults and 1099 processing fields. It covers checking your setup, reviewing the tax year and generating the 1099 files. It is tailored for advanced AP and Fiscal users. |
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December 13 |
2pm - 4:30 |
This class studies the W2 loading process. It covers checking your setup (contributions, deductions, addons and system setup), loading and reviewing the tax year and generating the W2 files.
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If you would like to register your organization for a scheduled training webinar, click on the name of the webinar.
To see the materials for a webinar (handouts and Q&A), please go to the Online Resources - Webinar Follow-up activity in your Escape Online application.
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Training Courses
Escape also provides in-person training courses available to all customers! Check out the Training Catalog (PDF) to see a list of all our half-day courses that can be customized to fit your organization's needs.
Release Review Webinars
After every release, we hold Release Review webinars: one for finance and another for HR/Payroll. These 90 minute sessions walk you through the new features and reports of the latest release.
For those of you who have never been to a webinar, what we do is send all the attendees a link to a website. When they click on it and login, they see the trainer's screen, exactly! They can also hear via telephone connection.
It's the next best thing to being right there! The review lasts about an hour and lets you know all about a release's new features without ever having to leave your desk. Attendees can even type questions into a chat window, which we answer, live, for everyone.
If you weren't able to attend the release review, go to the Online Resource - Release Information activity in your Escape Online 5 application. This activity includes links to the Top 10 (an irreverent look a the top 10 features for the release), the webinar recording, presentation materials and Q&A follow up.
Release Review webinars are part of your maintenance package. They are free-of-charge. Any current Escape Online customer may attend, individually or as a group. If you would like to receive an invitation to upcoming webinars, please sign up for our monthly email digest and invite list.
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