Beyond Escape 2019 Presentations

These are the slide decks for the 2019 User Conference.


Finance Presentations

What's New in Finance

Who: All users

What: Find out the latest changes to the software, and why you should use them!

Site Budgeting and LCAP Training

Who: Fiscal and Budget users

What: In-depth review of site budgeting and LCAP tracking software, including set up and use, and reporting/extracting data.

General Finance Processes

Who: Fiscal staff

What: We will cover general finance processes, such as check management, cash management, and revolving cash reimbursement processes.

Requisitions, Payments, and Vendor Management

Who: Anyone involved in Purchasing and/or AP

What: We will review best practices and tips for purchasing and AP, and review sample setup and processes.

Position and Addon Retros

Who: Fiscal users

What: In-depth session on position account and addon account retroactive changes. Let’s make sure you are getting all you can from these features!

COE Discussion

Who: County Office of Education staff

What: This discussion session will allow COE staff to discuss processes and best practices with each other.

Finance Reports

Who: Anyone who runs fiscal reports

What: Review the latest and greatest changes to reports, and some old favorites. We will review tricks for getting the most out of reports.

1st Interim Reporting

Who: Budget staff

What: Detailed instruction on the first interim reporting. Including step by step processes.

Tech Best Practices
Tech Best Practices Handout

Who: System Administrators and Technical Support staff

What: Here’s your opportunity to consult Escape’s Report and Systems experts. We will discuss best practices, adding custom reports to Escape Online, tips for customizing Escape Online reports, and preparing for Online 6.

Power User Tricks

Who: Users looking for the next level

What: We will show the tricks for getting the most out of Escape Online searches, lists, extracts, merging data, excel, and inbox management!

Escape Basics

Who: New users or users looking for a review of basic features

What: Basic navigation tips, search tips, using list features, and making reports work for you!

MYP Budgeting

Who: Budget staff

What: A detailed review of MYP budgeting, including recent changes.


HR/Payroll Presentations

Payroll

Who: All payroll users

What: We will review various payroll issues, including adjusting pay for corrections, in detail.

What's New in HR/Payroll

Who: All users

What: Find out the latest changes to the software, and why you should use them!

Seniority

Who: Staff responsible for managing seniority lists

What: This is a detailed discussion of seniority setup, management and reporting.

Perfect HR/Pay Workflow

Who: HR & Payroll staff and managers

What: We have made changes to the ‘lockout’ feature, and will go over the perfect workflow between HR and Payroll. We will also discuss assignment adjustments and the effect on payroll.

3rd Party Interfaces

Who: Users interested in interfaces with other systems

What: A discussion of interfaces available in Escape, including check clearing, document management (attachment), student systems, FA management, subcaller systems, payments and cash receipts.

Leave Management Methods

Who: Staff in charge of managing leaves and absences

What: This is a detailed process presentation to review leave management methods. We will review recent changes in the software, as well as other topics in managing employee leaves.

HR/Pay Reports

Who: HR and Payroll staff

What: Review the latest and greatest changes to reports, and some old favorites. We will review tricks for getting the most out of reports.

HR Change Management

Who: Staff involved with assignment management

What: This class will focus on assignment adjustments, and managing assignment setup records like calendars, salary schedule changes, and job category/class records.

Pension Solution Project and Retirement Reporting

Who: Retirement staff

What: We will discuss retirement reconciliation steps, and STRS Pension Project preparation and roadmap for changes underway. Nick Grafton, Employer Readiness Analyst at Cal STRS will be on hand during the discussions.

Power User Tricks

Who: Users looking for the next level

What: We will show the tricks for getting the most out of Escape searches, lists, extracts, merging data, excel, and inbox management!

Escape Basics

Who: New users or users looking for a review of basic features

What: Basic navigation tips, search tips, using list features, and making reports work for you!

Benefit Management

Who: Health & welfare benefit staff

What: A discussion and tips for HW Benefits change management and reconciliation.