Escape Videos

Watch any video ever created about Escape software! All videos created by Escape are included: blogs, tutorials and full-length webinars. If a webinar had handouts, links are listed for downloading.


General

Escape Basics 28 minutes
Reviews the look of the software, detailing how to use the Search, List and Forms.

Search Favorites 3 minutes
Quick review of how to create and use search favorites.

Quick Starts 2 minutes
Quick review of quick starts, including adding parameters and stopping GO.

Quick Links 2 minutes
Quick review of website, email, address and record quick links.

Grids (Extended) 12 minutes
Reviews the grid features, including a simple report and an extract file for employees with mail merge.

Exporting Data 12 minutes
Reviews exporting data, including detail records, from the list, grid and reports to Microsoft Excel.

Attaching a File 3 minutes
Reviews attaching files and viewing them on the list.

Word Templates 7 minutes
Reviews extracting data, downloading the template, and editing the template by adding written text and new merge fields, and formatting the existing merge fields.

Tips and Tricks 2 hours, 19 minutes
Full-length webinar. Helps you understand concepts and standards, including shortcuts, terminology, navigation, tips and tricks.

PDF Books in Documentation 1 minute
Shows you where to find PDF books in the documentation.

Escape Basics 2 hours, 29 minutes
Full-length webinar. Helps you understand concepts and standards, including shortcuts, terminology, navigation, tips and tricks.

New User 2 hours, 21 minutes
Full-length webinar. Helps you understand concepts and standards, including shortcuts, terminology, navigation, tips and tricks.

New HR/Payroll User 1 hours, 21 minutes
Full-length webinar. Helps you understand concepts and standards, including shortcuts, terminology, navigation, tips and tricks. Designed specifically for HR/Payroll users.

Running Reports 14 minutes
Reviews running reports, including favorites, extracts, selecting multiple from lookups, wildcards, and report samplers.

Report Favorites 4 minutes
Review of creating report favorites, using the Fiscal06 as an example.

Scheduling Reports 3 minutes
Overview of scheduling reports.

Schedule & Email in All Formats 1 minute
Quick overview of scheduling reports in alternative formats and attaching to emails.

Revenue or Expense Graph 1.5 minutes
Reviews creating graphs using the Fiscal80 report.

Fiscal Reports 9 minutes
Reviews creating custom columns in a fiscal report. Applies to both Fiscal04 and Fiscal06.

Finance Reports Tips and Tricks 50 minutes
Full-length webinar. Generally for Finance users, but gives a nice overview of emailing, scheduling, distribution, favorites and data grids.

HR/Payroll Reports Tips and Tricks 1 hour, 2 minutes
Full-length webinar. Generally for HR/Payroll users, but gives a nice overview of emailing, scheduling, distribution, favorites and data grids.

Top 10 for Escape Online
11 minutes
A quick review of the top features in the Escape Online 20.02 release.

Release Review for Escape Online
58 minutes
A comprehensive review of the new/updated features in the 20.02 release.

Q&A Follow-up

Release Review for Online 6
8 minutes
A comprehensive review of the new/updated features in the Online 6 20.01 release.

Release Review for Employee Online Portal
8 minutes
A comprehensive review of the new/updated features in the Employee Online Portal 20.01 release.

Year End Closing 2 minutes
Reviews the Default to Complete flag in the Year End Closing activity.

Year End Closing 15 minutes
Reviews the Req Year End Closing list and other year end features.

Year End Closing Journal Entries 2 minutes
Provides a quick rundown of how to create, review and post the year-end closing journal entries.

Year End Payroll 1 hour, 50 minutes
Full-length webinar. Provides information about updating salary schedules, calendars, pay cycles, and pay dates; understanding the roll forward assignment process, including rolling back and rolling forward multiple times, and running reports to review the outcome; resolving excessive leave balances; processing end-of-year payroll; and reviewing reports relating to closing the payroll fiscal year.

  • PowerPoint Presentation
  • Payroll Year End Reference
  • Friday Feature Handout on Longevity
  • Q&A Followup
  • Year End Closing 1 hours, 15 minutes
    Full-length webinar. Provides an understanding requisition year-end processing; defining liabilities and receivables; resolving unposted journals; Reviewing stores and fixed assets year-end physical inventory; account roll forward/expire and general account management; closing out the fiscal year; and reporting.
  • PowerPoint Presentation
  • Year End Checklist
  • Q&A Followup
  • Webinar Video
  • Webinar Video Index
  • Year End Purchasing 1 hour, 25 minutes
    Full-length webinar. Provides and understanding of the procedures and processes for closing the books for the fiscal year, including performing requisition year-end processing, including setup of liabilities and receivables; searching for open records; creating next year records; resolving over-expensed requisitions; processing records in a multi-year environment; creating pre-payments; and closing out requisitions, payments, invoices and receipts

    Online 6 Overview 4 minutes
    Quick overview of Online 6 login, workspace, and approving a requisition.


    Finance

    Copying Accounts 1.5 minutes
    Shows how easy it is to copy an account.

    Account Setup 23 minutes
    Walks you through creating, copying, editing, deleting and expiring accounts in the Finance-Setup-Chart of Accounts-Accounts activity.

    Account Viewing 7 minutes
    Reviews the search criteria of the Fiscal-Accounts activity.

    Journal Entries 6 minutes
    Reviews creating a journal entry, searching for journal entries, and reversing a journal entry.

    JE Import 8 minutes
    Reviews creating a CSV file, importing the file, creating missing accounts, and posting the journal entry.

    SACS Import 1.5 minutes
    Guides you through downloading the files from the SACS website and importing them.

    Finance Cascading Logic 2 hours, 2 minutes
    Full-length webinar. Reviews cascading logic and the interaction and confluence of setup in requisitions and other documents.

    Account Management 2 hours, 17 minutes
    Full-length webinar. Reviews account setup, chart of accounts, searching accounts, and account management and reporting (including SACS).

    Budget Entry 10 minutes
    Reviews entering and modifying budget items, including salary and non-salary records.

    Budget Transfer 3.5 minutes
    Quick overview of how Admin users can create budget transfers.

    Budget Import 3.5 minutes
    Reviews importing non-positional pay.

    Budget Management 7 minutes
    Reviews the setup and creation of an original budget.

    Original Budget 1 hour, 16 minutes
    Full-length webinar. Reviews the setup, review and posting of the original budget.

    Revised Budget 1 hour, 3 minutes
    Full-length webinar. Reviews the setup, review and posting of the revised budget and interim reporting.

    Vendors (Finance & Payroll) 22 minutes
    Reviews searching for vendors, editing vendors and addresses, including all tabs in the vendor record and how fields from the vendor record default into other records.

    Mass Change Vendors 3.5 minutes
    Quick overview of the Mass Change Vendors activity and process.

    TIN Verification File 3 minutes
    Reviews how to use the TIN Verification File task in the Vendors activity for the IRS TIN Matching program.

    Create a Change Notice 5 minutes
    Shows how to create a change notice, including all of the rules and results of the action.

    Cancel a Requisition 2 minutes
    Shows how to cancel a requisition in a few steps.

    Receive PO Items 6 minutes
    Reviews receiving line items, unreceiving line items, partially receiving line items and creating a fixed asset upon receipt of a requisition.

    Vendor Requisition Overview 6.5 minutes
    Details how vendor requisitions work, including types and travel and conference.

    Approve Requisitions 12 minutes
    Reviews approving and denying requisitions.

    Unapprove a Requisition 1 minute
    Reviews rolling back a requisition approval.

    Department Requisitions 12 minutes
    Reviews creating and submitting a department requisition.

    Stores Requisitions 13 minutes
    Reviews creating and submitting a stores requisition, including manually completing a requisition.

    Vendor Requisitions 20 minutes
    Reviews creating and submitting a vendor requisition.

    Vendor Requisition - Travel and Conference 2 minutes
    Quickly shows how a travel and conference requisition is created.

    Online Shopping 5 minutes
    Provides an overview of the online shopping feature.

    Line Item Accounts 1 minute
    Reviews multiple accounts for a single line item.

    Payments 16 minutes
    Reviews creating payments for vendor requisitions, including entering credit memos, changing accounts, and tips about multi-year processing.

    Payment Transactions 1 minute
    Quick overview of the Payment Transactions activity.

    Checks 12 minutes
    Reviews searching for checks, voiding checks, cancelling checks, reissuing checks and stale dating checks, including all of the rules and results of each task.

    Accounts Payable 1 hours, 50 minutes
    Full-length webinar. Covers all AP topics, including importing, creating, editing, approving, managing the Vendor record, researching payment and creating reports.

    Independent Contractor 10 minutes
    Reviews creating the report and file for reporting independent contractors to EDD as required by California State.

    Customers 10 minutes
    Reviews the customer record (including address rules) and how the record interacts with other AR records and reports.

    Enter AR Receipts 19 minutes
    Reviews entering gov't vs non-gov't receipts, invoices, "walk-ins," printing, and adding a deposit number and/or additional accounts.

    Invoices 23 minutes
    Reviews creating a new invoice, printing it, searching for existing invoices, mass copying, creating recurring and manually completing an invoice.

    AR Webinar 1 hour, 45 minutes
    Full-length webinar. Reviews recording and posting receipts, creating invoices, scheduling and copying invoices, setting up receivables, printing and reports.

    Stores Issue 9 minutes
    Reviews the issue list, including posting, backorders, unissuing and returns. The tutorial also covers restocking fees.

    Stores Replenishing Tips 1 minute
    Two great tips for creating stores replenishment vendor requisitions.

    Stores Inventory 6 minutes
    Reviews the stores inventory process, including viewing the updates in stores items.

    Stores Processing 1 hour, 42 minutes
    Full-length webinar. Reviews the entire stores process, including receiving, issuing and ordering through vendor and stores requisitions.

    Work Orders 12 minutes
    Reviews creating, assigning and managing work orders.

    Work Orders 1 hour, 33 minutes
    Full-length webinar. Provides a complete overview of the work order activities and setup, including creating, assigning and completing.

    Fixed Assets 22 minutes
    Reviews the fixed asset record, defaults from requisitions, the depreciation calculation, auditing or history records, relating assets, assigning assets to an employee and finally, disposing of assets.

    Fixed Assets Physical Inventory 7 minutes
    Reviews exporting and importing asset records to update your inventory.

    Fixed Assets 1 hour, 45 minutes
    Full-length webinar. Provides a complete overview of the fixed assets activities, including setup, inventory, creation, management and depreciation.

    TIN Verification File 3 minutes
    Reviews how to use the TIN Verification File task in the Vendors activity for the IRS TIN Matching program.

    1099 (Extended) 16 minutes
    Reviews the entire 1099 process, including setup, reviewing your list, adding a vendor to the list, and generating/printing 1099s.

    1099 Reporting 1 hour, 10 minutes
    Full-length webinar. Provides a complete reviewing of the 1099 reporting process, including data collection, activities, reports and the latest regulations.


    HR/Payroll

    Employee Record Overview 4.5 minutes
    Details how employees work with assignments, addons, credentials (holder) and retirement (person) records.

    Employees 38 minutes
    Playlist of tabs in the Employee record, highlighting special logic for fields and tabs. Includes searching, too.

    Indicators Tab 1 minute
    Quick overview of the Indicators tab in Employee records.

    Searching for Blanks/Exceptions 1 minute
    Quick overview of searching for blank fields or non-existent records and searching for exceptions (or not).

    Employee Tab Favorites 2.5 minutes
    Quick overview of creating tab favorites.

    Employee Mass Change 8 minutes
    Reviews every tab of the employee record, highlighting special logic for fields and tabs.

    Mass Add Evaluations 6 minutes
    Reviews generating a list of employees from which to create a batch of evaluation records. The tutorial also covers editing and posting the batch.

    Mass Contribs/Deducts 1 minute
    Quick overview of mass add/end/delete of contributions and deductions from employee list and batch.

    Positions 24 minutes
    Reviews every tab of the position record, including ending a position.

    Copying a Position 1.5 minutes
    Shows how easy it is to copy a position.

    Position Control 1 hour, 10 minutes
    Full-length webinar. Provides an understanding position control, including accounts; verifying setup, including salary schedules, pay schedules, calendars; reviewing positions, including ending/creating; managing account changes; rolling forward assignments; and reviewing year end and payroll reports.

    Position Account Retro 9 minutes
    Reviews changing position accounts, creating a retro for those accounts, searching for position account retros and rolling back a position account retro.

    Calendars 12 minutes
    Reviews work days and holidays, pay actual days and everything in between. Also includes rules for editing calendars in the assignment.

    Leave Transactions 18 minutes
    Reviews the process of using the batch method, copying a template, importing a spreadsheet and importing a SubFinder file.

    Leave Transactions Position ID Lookup 2.5 minutes
    Reviews the Position ID lookup for entering substitutes for vacant positions.

    Leave Status 12 minutes
    Reviews granting, loading, posting, and rolling back. It also reviews payouts, year end tips and the configuration fields in the Organization record.

    Leave Processing 1 hour, 43 minutes
    Full-length webinar. Provides a comprehensive overview of leave processing, including importing, adding and posting leaves. It also touches on automating sub pay and running reports.

    Adjust Payroll 14 minutes
    Reviews search options (including favorites), the columns on the list (including alerts/errors), and how to adjust an employee's pay. And, of course, it discusses the difference between opening the form and using the pay detail task.

    Employee Pay Detail (Pay38/Pay99) 3 minutes
    Discusses the many sections and pages of the snapshot as an integrated report. Provides explanations of some features of the report.

    Pay Manual Checks 14 minutes
    Reviews cancelling, voiding, reprocessing and creating manual pay checks.

    How Payroll Is Calculated 33 minutes
    Quick webinar. Helps you understand payroll calculations, hosted by Michelle Mallory, Solano COE and Terri Hammond, Frontline Technologies.

    Pay Status 6 minutes
    Reviews researching errors, submitting and locking pay dates, and entering check messages.

    Retro Payroll 20 minutes
    Reviews the rules for including pay in a retro, how addons are chosen, and what fields you want to fill out and when. Also reviews posting and viewing retros in Adjust Payroll.

    Retro Payroll 57 minutes
    Full-length webinar. Provides an understanding of the position account retro and payroll retro processes, including creating a payroll retro, editing a payroll retro, and posting and unposting retros.

    Initiate Pay 9 minutes
    Reviews how to set up and monitor jobs (including scheduling), the meaning of each status and which fields trigger an initiate pay.

    Seniority Processing 46 minutes
    Full-length webinar. Provides a detailed overview the seniority granting process, including setup, methods and assignment considerations.

    Addon Goals 1 minute
    Quick review of how addons goals eliminate rounding errors in addons that pay over a fiscal year.

    Addon Setup Basics 1 hour, 12 minutes
    Full-length webinar. Reviews setup for substitute, vacation, stipend, longevity and docking addons. Reviews overrides, searching and reporting.

    Benefit Setup 1 hour, 46 minutes
    Full-length webinar. Provides a complete overview of benefit setup, including providers, levels and employee setup.

    Annualize Benefits 56 minutes
    Full-length webinar. Provides examples for setup and discussion of the process of annualizing benefits.

    HFA Setup 55 minutes
    Full-length webinar. Provides an overview of setup and management for the Healthy Families Act (AB 1522).

    Credential Holder 18 minutes
    Reviews the credential holder record, explaining fields and reviewing each tab in the record.

    Credential Processing 1 hour, 15 minutes
    Full-length webinar. Provides detailed information about credentials, including the holder record, pay matrix setup, auditing, and importing. Also covers management and connection to payroll and the Employee record.

    Persons 15 minutes
    Reviews how the Person record fits with the other records that track employment, the rules for updating, searching and creating.

    STRS Processing 14 minutes
    Reviews creating a test file, looking at reports for reconciliation, moving an org forward (also known as creating a supplemental file), generating the STRS file for submission and, finally, creating a STRS Address file.

    Retirement Processing 1 hour, 55 minutes
    Full-length webinar. Provides detailed information about retirement management, online and offline districts and division of responsibilities. It also reviews the Person record, retirement processing and the editing of retirement lines.

    HRA Overview 13 minutes
    Guides you through creating a package, processing items, creating tasks and adding approvals, while focusing on the common practices and terminology so that you will have a strong basis for learning your organization's HRA processes.

    Employee Separation 6 minutes
    Guides you through the Employee Separation, including entering the Employee and Payroll separation information and showing the updated Employee record.

    HRA 1 hour, 23 minutes
    Full-length webinar. Provides an overview of HRAs, setting up packages and items, integration with the Employee Online portal and creating and approving.

    ACA Reporting 1.5 minutes
    Quick overview of the ACA Reporting activity.

    ACA Reporting 1 hours, 20 minutes
    Full-length webinar. Provides a complete reviewing of the ACA reporting process, including data collection, activities, reports and the latest regulations.

    W2 Processing 17 minutes
    Reviews the entire W2 process, including setup, loading, reviewing your list, troubleshooting, creating a test file, and generating/printing W2s.

    W2 Reporting 50 minutes
    Full-length webinar. Provides a complete reviewing of the W2 reporting process, including data collection, activities, reports and the latest regulations.

    Employee Portal Review 31 minutes
    Review of the Employee Online portal.

    Employee Documents 8 minutes
    Guides you through creating a document for sending to an employee for review via the portal.


    System

    Users 20 minutes
    Reviews creating a user record, highlighting user-based permissions.

    User Setup 2 hours, 19 minutes
    Full-length webinar. Helps you understand the structure and purpose of the user record. Designed for system managers.

    Workflow 12 minutes
    Reviews defining workflow, applying workflow, and seeing workflow in action, including setup for both vendor requisitions and HRAs.

    Workflow Setup 1 hour
    Full-length webinar. A deep dive on all elements of workflow setup.