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HR SIG
2:00 - 4:00 p.m.
Room: Fraser
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atrieveHR - Power Networking!
Determining roles and responsibilities of other District Human Resources Professionals in an effort to find efficiencies and enhance departmental operations. Use this as a window of opportunity to build a network of support. Bring your questions and be prepared to share your ideas. |
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Payroll SIG
2:00 - 4:00 p.m.
Room: Whistler A
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atrievePayroll - Power Networking!
Determining roles and responsibilities of other District Payroll Professionals to enable relevant sharing and collaborating in an effort to find efficiencies and enhance departmental operations. |
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Finance SIG
2:00 - 4:00 p.m.
Room: Whistler B
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atrieveFinance - Power Networking!
An opportunity for all District Financial Services Professionals to meet, discuss, and built a network of support. This will be a chance for users to bring questions/concerns to the group that might not otherwise be covered in the remaining sessions. Be prepared to share your ideas/tricks. |
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4:00 - 5:15 p.m.
Room: Capilano-Birkenhead |
UG Executive Meeting |
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5:30 - 6:00 p.m.
Room: Whistler C |
New user orientation |
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6:30 - 9:30 p.m.
Rooms: Whistler A&B |
Welcome Reception |
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7:30 - 8:30 a.m.
8:30 - 9:45 a.m. |
Breakfast & Networking
Welcome Messages
Join your conference Hosts – Greater Victoria School District & SRB for opening remarks, Keynote address and welcome messages. |
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SIG 1: Track 1
10:00 - 10:55 a.m.
Room: Fraser |
atrieveHR - Welcome & What’s New
This session will provide users with an overview of the latest software enhancements.
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 Jennifer Bowen
atrieveHR |
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SIG 1: Track 2
10:00 - 10:55 a.m.
Room: Whistler B+C |
atrievePayroll - Welcome & What’s New
This session will provide users with an overview of the latest software enhancements.
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 Gail Gaskell
atrievePayroll |
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SIG 1: Track 3
10:00 - 10:55 a.m.
Room: Lillooet |
Open Support Session
Join our support team for one-on-one support.
Bring your laptop and questions.
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SRB Support team
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SIG 1: Track 4
10:00 - 10:55 a.m.
Room: Thompson |
Document Storage and Scanning
IT/Dev focused session to talk about our supported DSS solutions, scanning options and future plans.
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SIG 1: Track 5
10:00 - 10:55 a.m.
Room: Capilano -Birkenhead |
MMG Welcome
Introductions and networking to identify business solutions offered by atrieveERP |
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Facilitator:
Rachel Lavoy |
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SIG 1: Track 6
10:00 a.m. - 10:55
Room: Whistler A |
atrieveFinance – Welcome & What’s New
This session will provide users with an overview of the latest software enhancements and review many useful tips and tricks for efficient software use.
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 Nicole Nelson
atrieveFinance
and
Matt Read
Lloydminster Public School Division #99
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10:55 - 11:05 a.m. |
Stretch + Room Switch |
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SIG 2: Track 1
11:05 a.m - noon
Room: Whistler B+C |
HR Report Writer Training - Beginners
This session will take Users through the basic report writing steps with a focus on ‘getting started'.
*If you have remote access to your Report Writer module, bring your laptop and follow along. |
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 Marie Tol
atrieveHR |
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SIG 2: Track 2
11:05 a.m - noon
Room: Capilano-Birkenhead |
Payroll (Summer) Savings Plan – for Teachers & 10/11 Month Support Staff
Join us for a journey through the initial set up of the Payroll (Summer) Savings plan deduction and storage banks, continuing on with a demonstration of how the savings plan process works during the school year (including applying applicable interest earned per period), and winding up our journey with a demonstration of processing the Savings plan payrolls for the summer period. Sample savings plan parameters and forms will be available to participants who are interested in implementing this process. |
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Linda Glennon - SD71 Comox Valley |
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SIG 2: Track 3
11:05 a.m - noon
Room: Upstairs Theatre |
Time Entry Web & Timesheet Entry Interfacing from ADS to Payroll
Overview of Time Entry Web system (TEW) inclusive of settings, processing, functionality and best practices. Review PRM’s Timesheet Entry Interface process
- interfacing “exceptions” from ADS to Payroll. |
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Presented by:
Debbie Leblanc, SD61 Victoria
and
Taunia Sutton,
SD68 Nanaimo
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SIG 2: Track 4
11:05 a.m - noon
Room: Fraser |
HR Report Writer Training - Advanced
This session will take Users through some of the advanced report writing options, including; charting, subtotalling and hyperlinking.
*If you have remote access to your Report Writer module, bring your laptop and follow along. |
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 Darcy Pearson
atrieveHR
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SIG 2: Track 5
11:05 a.m - noon
Room: Thompson |
Project & Change Management
Roundtable discussion to look at best practices for managing and implementing change in your school district. New module implementations and updates often span HR, Finance, and IT departments. How can project management, change management, and better communication help make these initiatives more successful? |
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Roundtable discussion with
Andy Canty
Greater Victoria SD
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SIG 2: Track 6
11:05 - noon
Room: Whistler A |
atrieveFinance – Ask a Developer
In this session, our product teams will answer your questions on system use, best practice and future enhancements. Users are encouraged to submit their questions in advance.
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 Les Heller
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12:00 - 1:00 p.m. |
Lunch + Networking |
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SIG 3: Track 1
1:00 - 1:55 p.m.
Room: Fraser |
HR Session for BC-based users
This breakout session will focus on best-practices of Attendance Management (AMW/AMS) and the new Excel reporting tools.
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Jennifer Bowen
atrieveHR |
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SIG 3: Track 2
1:00 - 1:55 p.m.
Room: Upstairs Theatre |
HR Session for AB-based users
This breakout session will focus on the new TWINS enhancements and the future development plans.
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 Vicki Edel
atrieveHR |
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SIG 3: Track 3
1:00 - 1:55 p.m.
Room: Capilano-Birkenhead |
HR Session for Saskatchewan & Manitoba-based users
This breakout session will focus on best-practices of Attendance Management (AMW/AMS) & the new Excel reporting tools and discuss STRF requirements. |
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SIG 3: Track 4
1:00 - 1:55 p.m.
Room: Whistler B+C |
Finance Report Writer & Dashboard Training
This hands-on training session will take users through creating a report and adding it to a dashboard.
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 Sheldon Lee |
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SIG 3: Track 5
1:00 - 1:55 p.m.
Room: Thompson |
Project & Change Management (cont.)
Roundtable discussion to look at best practices for managing and implementing change in your school district. New module implementations and updates often span HR, Finance, and IT departments. How can project management, change management, and better communication help make these initiatives more successful?
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Roundtable discussion with
Andy Canty
Greater Victoria SD |
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SIG 3: Track 6
1:05 - 3:00 p.m
Room: Whistler A
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Payroll “Ask a User”
In this User-based panel session, the following topics will be presented with a best-practice approach, a panel commentary and then a 20-minute table discussion. The session will wrap-up with a user-driven Q&A session on the 3 topics.
Topic 1): Data Entry: Exception-based and timesheets
Topic 2): The different ways of Managing CPP Exemptions
Topic 3) Managing 10-month exceptions |
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Panelists include:
Taunia Sutton, Nanaimo,
Linda Glennon, Comox Valley,
and
Lauren Mann
and
Anna Johnson Greater St. Albert Catholic
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1:55 - 2:05 p.m. |
Stretch + Room Switch |
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SIG 4: Track 1
2:05 - 3:00 p.m.
Room: Whistler B+C
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Get to Know your HR Databases
The 5 W’s of databases … who, what, where, when and why!! Investigate how to manage your databases. |
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Jennifer Witter
and
Leanne Mann, Greater St. Albert Catholic |
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SIG 4: Track 2
2:05 - 3:00 p.m.
Room: Fraser |
Staffing Notifications & Leave Management Tips and Tricks
Join us for a valuable tips and tricks training session focused on the best practice and effective use of Staffing Notifications and the Leave Management Web system.
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SIG 4: Track 3
2:05 - 3:00 p.m.
Room: Thompson |
ADS Configuration Profiles, Tips and Tricks
Learn how to minimize unfilled absences and uncover the reasons why your subs may not be accepting dispatch jobs.
We will review how you can generate metrics and identify trends using your ADS and Work Board dispatching data in the HR Report Writer, utilize a Substitute Teacher Survey using HR Workflows, and propose some simple changes to your ADS and Work Board systems to improve your sub fill rate. |
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Darcy Pearson
atrieveHR |
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SIG 4: Track 4
2:05 - 3:00 p.m.
Room: Capilano-Birkenhead |
Budgeting Processes
In this session, we will:
- Review and compare three common tools used in our K-12 budget process; 1) Excel, 2) 3rd Party (e.g. Mybudgetfile.com) and 3) BPS
- Discuss processes & methodologies used at various districts.
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 Matt Read
Lloydminster Public School Division #99 |
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SIG 4: Track 5
2:05 - 3:00 p.m.
Upstairs Theatre
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A/P Interfaces
This session will provide an overview of the finance interfaces that can be used to manage accounts payable transactions, These interfaces save time and help to avoid data entry mistakes. |
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Payne Cardinal
and
Diana Thivierge
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SIG 4: Track 6
until 3:00 p.m.
Room: Whistler A |
Continued… Payroll “Ask a User”
In this User-based panel session, the following topics will be presented with a best-practice approach, a panel commentary and then a 20-minute table discussion. The session will wrap-up with a user-driven Q&A session on the 3 topics.
Topic 1): Data Entry: Exception-based and timesheets
Topic 2): The different ways of Managing CPP Exemptions
Topic 3) Managing 10-month exceptions
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Panelists include:
Taunia Sutton, Nanaimo,
Linda Glennon, Comox Valley,
and
Lauren Mann
and
Anna Johnson Greater St. Albert Catholic |
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SIG 5: Track 1
3:30 - 4:25 p.m.
Room: Whistler B+C
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Why Schedules are so important?
In this session, users will be taken through all of the areas of the software that are impacted by schedule entries and shown how to take advantage of this critical functionality. |
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 Hazel Rath
atrieveHR |
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SIG 5: Track 2
3:30 - 4:25 p.m.
Room: Whistler A
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What Is Payroll Reconciliation?
Fasten your seatbelts, you are about to embark on a journey into the world of balancing, reconciling, and auditing the various payroll events from payroll calculations to T4s. We will explore the various system reports available to accomplish tasks to using Payroll and HR report writer to build customized reports. This will be an interactive session discussion throughout and exchange of ideas. |
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Dan Proden
and
Brandi Hartman, Coquitlam School District #43 |
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SIG 5: Track 3
3:30 - 4:25 p.m.
Room: Chairman's Room |
Sub-ledger Training
This training session will focus on the use of sub-ledgers; Users will be show the basics of how to effectively use and manage sub-ledger accounts within the atrieveFinance system. |
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Nicole Nelson
atrieveFinance |
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SIG 5: Track 4
3:30 - 4:25 p.m.
Room: Capilano-Birkenhead |
GL & Alias Account Maintenance
Join us in this best practice session where we guide you on how to perform account maintenance on your Chart of Accounts. |
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 Patrick McCaffrey
atrieveFinance |
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SIG 5: Track 5
3:30 - 4:25 p.m.
Room: Thompson |
Security Builder Basic Training
This training session will take you through how the security builder module works to provide role-based access to employees. Join us in Friday’s advance session to learn more about GL security templates and the 2015-1 enhancements. |
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Jennifer Bowen
atrieveHR |
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SIG 5: Track 6
3:30 - 4:25 p.m.
Room: Fraser |
Payroll Report Writer Training– Beginner
This hands-on session will take you through the basics of creating Payroll reports.
*If you have remote access to your Report Writer module, bring your laptop and follow along.
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 Corinne Stieb
atrievePayroll |
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5:00 - 6:00 p.m. |
SRB Hospitality |
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6:00 p.m. - midnight |
Dinner and Entertainment |
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7:30 - 8:30 a.m. |
Breakfast & Networking |
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SIG 6: Track 1
8:30 - 10:00 a.m.
Room: Thompson
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Payroll Session for BC-based Users
This breakout session will focus on payroll and pension processes used in BC. |
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 Theckla Sawicki
atrievePayroll
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SIG 6: Track 2
8:30 - 10:00 a.m.
Room: Fraser
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Payroll Session for Alberta-based Users
This breakout session will focus on payroll and pension processes used in Alberta.
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 Amanda Anderson
atrievePayroll |
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SIG 6: Track 3
8:30 - 10:00 a.m.
Room: Theatre
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Payroll Session for SK/MB-based Users
This breakout session will focus on payroll and pension processes used in Saskatchewan and Manitoba. |
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Corinne Stieb
atrievePayroll |
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SIG 6: Track 4
8:30 - 10:00 a.m.
Room: Whistler B+C |
Invoice Entry Web and Employee Expense Reimbursement Web
These finance modules provide data entry efficiencies and help you save time and paper. This training session will take users through the process of rolling out these two modules. |
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Nicole Nelson
atrieveFinance |
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SIG 6: Track 5
8:30 - 10:00 a.m.
Room: Capilano-Birkenhead |
HR 101 – atrieveHR for the ‘non-user’
This session will provide non-HR users with an overview of the HR system functionality. IT, Payroll and Finance users are encouraged to attend. Focus will be on the key integration points between HR and the other modules. |
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Hazel Rath
atrieveHR |
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SIG 6: Track 6
8:30 - 10:00 a.m.
Room: Whistler A
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atrieveHR “Ask a User”
In this User-based panel session, the following topics will be presented with a best-practise approach and then followed by a 15-minute table discussion.
1) Entering a long-term absence vs. A leaves track in an assignment
2) Schedule management
3) Best practices for auditing new entries |
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Panelists Include:
Gaylene Gorniak
Leanne Mann
Jennifer Witter
Rogene Swanson
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SIG 7: Track 1
10:30 - 11:45 p.m.
Room: Whistler A |
atrieveHR - Ask a Developer
In this session, our product teams will answer your questions on system use, best practice and future enhancements. Users are encouraged to submit their questions in advance. |
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 Shawn Iversen
atrieveHR |
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SIG 7: Track 2
10:30 - 11:45 p.m.
Room: Whistler B+C |
atrievePayroll – Ask a Developer
In this session, our product teams will answer your questions on system use, best practice and future enhancements. Users are encouraged to submit their questions in advance. |
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 Susan Vernon
atrievePayroll |
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SIG 7: Track 3
10:30 - 11:45 p.m.
Room: Lillooet
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Open Support Session
Join our support team for one-on-one support. Bring your laptop and questions. |
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SRB Support Team |
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SIG 7: Track 4
10:30 - 11:45 p.m.
Room: Fraser |
Fixed Assets & Budget Planning
This session will provide users with an overview of these two modules and the efficiencies that they bring to your ERP system. |
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SIG 7: Track 5
10:30 - 11:45 p.m.
Room: Thompson |
atrieveSecurity (SMS)
This training session will take system admins through the SMS module and share the many ways of managing atrieve user accounts. |
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 Steve Calnek
atrieveERP
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12:00 - 1:30 p.m. |
Lunch + UG AGM |
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SIG 8: Track 1
1:30 - 2:25 p.m.
Room: Fraser |
Costing Interface
This session will demystify the costing process and help you understand how the system takes an absence record and turns it into a timesheet entry.
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Hazel Rath
atrieveHR |
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SIG 8: Track 2
1:30 - 2:25 p.m.
Room: Capilano-Birkenhead |
Payroll Report Writer – Advanced Training
This hands-on training session will take Users through some of the advanced report writing options, with a focus on subtotalling, formulas and evaluated fields.
*If you have remote access to your Report Writer module, bring your laptop and follow along.
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Corinne Stieb
atrievePayroll |
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SIG 8: Track 3
1:30 - 2:25 p.m.
Room: Whistler A
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Managing Storage Banks
In this session, you will learn about enforcing zero balance banks, clearing banks without running a payroll, Summer savings banks, liability reporting and more! |
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Theckla Sawicki
atrievePayroll |
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SIG 8: Track 4
1:30 - 2:25 p.m.
Room: Lillooet |
Requisition Web
This session will provide users with an overview of our web-based requisition module including catalogue maintenance, the shopping experience and processing through atrievefinance.
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 Christine Hardie
atrieveFinance
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SIG 8: Track 5
1:30 - 2:25 p.m.
Room: Thompson |
Security Builder - Advanced
This session will take users through some of the advanced functions of security builder, such as; GL security Templates and overrides by product. The session will also include maintenance best practices. |
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 Renée Trudeau
atrieveERP |
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SIG 8: Track 6
1:30 - 2:25 p.m.
Room: Whistler B+C
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atrieveFinance – Provincial Breakout Session
In this session, Users will be grouped by province to discuss issues/challenges that may be specific to their provincial jurisdiction.
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Facilitated by
Matt Read and
Payne Cardinal
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2:30 - 3:00 p.m.
Room: Show Theatre |
Wrap-up + Giveaways in the Theatre
Final Announcements
Door Prizes
Preview to the 2016 UG
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Linda Glennon |
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