Users' Group 2016 Schedule

Networking & Welcome

New User Orientation
5:30 - 6:00 p.m.
Room: BC

Welcome Reception
6:00 - 9:00 p.m.
Room: North Foyer and Saskatchewan

Conference Kickoff

Breakfast and Networking
7:30 - 8:30 a.m.
Room: MB/SK

Welcome Messages: Join your conference Executive committee and SRB for opening remarks, keynote address and welcome messages.
8:30 - 9:30 a.m.
Room: MB/SK

9:40 - 10:40 a.m. sessions

SIG 1: Track 1: What’s New in atrieveHR
Vicki Edel
Room: BC/AB

This session will provide users with an overview of the latest HR Software enhancements and changes in functionality.

SIG 1: Track 2: What's New in atrievePayroll
Gail Gaskell
Room: Yukon

This session will provide users with an overview of the latest Payroll Software enhancements and changes in functionality.

SIG 1: Track 3: What's New in atrieveFinance
Nicole Nelson
Room: MB/SK

This session will provide users with an overview of the lastest Finance software enhancements.

SIG 1: Track 7: Open Support
Room: Strathcona

Join our support team for one-on-one support.

Bring your laptop and questions.

10:50 - 11:50 a.m. sessions

SIG 2: Track 1: atrieveHR - Ask a Developer
Shawn Iversen
Room: BC/AB

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.

SIG 2: Track 2: SNS: What Payroll needs to know
Alisa Murray
Room: Yukon

Join us to learn about how staffing notifications are processed by HR and managed by payroll.

SIG 2: Track 3: Ask a Developer - atrieveFinance
Les Heller
Room: Turner Valley

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.

SIG 2: Track 4: Finance Report Writing Basics
Jaclyn Page
Room: MB/SK

This session will cover the basic fields and functions of the finance report writer Field selection,field Characteristics definition (Display), Selection screen (date ranges, GL selection and data filtering),Saving reports (formats, run-time options, folders) as well as sorting and sub-totaling financial information.

SIG 2: Track 5: Payroll Back to Basics
Chris Hardie
Room: Leduc

Join us for this session on the basics of payroll. This session will be useful for users who are interested in having a basic understanding of how the payroll software functions, particularly those who have an impact on Payroll (HR) or are impacted by Payroll (Finance).

SIG 2: Track 6: Product Suite Overview
Warren Kobbeltvedt
Room: Devonian

In this session, we will review four (4) of our modules: Occupational Health and Safety, Document Scanning and Storage, eDocs and HR Workflows. Join us for this high-level understanding of these exciting modules.

SIG 2: Track 7: Open Support
Room: Strathcona

Join our support team for one-on-one support. Bring your laptop and questions.

Lunch & Networking

Hot lunch (included in conference fee)

1:20 - 2:30 p.m. sessions

SIG 3: Track 1: Overcoming your Fear of HR Report Writer
Erin Gartley
Room: BC/AB

In this session, we will go over the strategies of writing a report to the specifications you desire. Helping you understand where the Data Fields are getting the information from in Atrieve. We will create a basic report from start to finish.

SIG 3: Track 2: atrievePayroll: Ask a Developer
Susan Vernon
Room: Yukon

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. Faciliated by Gail Gaskell with Susan Vernon via conference call.

SIG 3: Track 3: Finance Report Writer Advanced
Sandy Micona
Room: MB/SK

This session will cover charting and evaluated fields and will also show users how to create a batch report that can include hyperlinks to scanned images.

SIG 3: Track 4: Importance of Schedules
Hazel Callaway
Room: Leduc

In this session, common schedule errors will be discussed and users will receive tips for entering problematic schedules.

SIG 3: Track 5: Ask a User: Purchasing
Tracy Weidman, Sunrise School Division
Room: Devonian

Hosted by your Purchasing SIG

SIG 3: Track 6: Security Builder: What's New and Maintenance
Renée Trudeau
Room: Turner Valley

This session will cover some of the recent security builder enhancements and focus on eliminating overrides.

SIG 3: Track 7: Open Support
Room: Strathcona

Join our support team for one-on-one support. Bring your laptop and questions.

2:40 - 4:00 p.m. sessions

SIG 4: Track 1 HR Fundamentals: Back to Basics
Jennifer Bowen
Room: BC/AB

This session will provide users, the inexperienced to the experienced, with a refresher of all the HR basics. We will also cover the year-end processes.

SIG 4: Track 2 Payroll Report Writer
Chris Hardie
Room: Yukon

This session will take you through the step by step process of creating hyperlinked payroll reports.

SIG 4: Track 3: Finance: Accounts Payable Process
Nigel Steffen
Room: MB/SK

Are you using the most up to date AP processes? Join this session to ensure you are taking advantage of all the latest AP functionality.

SIG 4: Track 4: Replacement Costing Troubleshooting
Hazel Callaway
Room: Devonian

The replacement employee interface is a complex module. This session will focus on troubleshooting common pay code and GL errors.

SIG 4: Track 5: Workflow Automation
Ryan Stierman
Room: Turner Valley

Elk Island Catholic Schools utilizes SRB to automate and digitize numerous business processes. At this presentation, Ryan Stierman, Secretary Treasurer will share EICS' journey and many of the business processes that have become paperless and more efficient.

SIG 4: Track 6 MAR: Receivables Basics
Jaclyn Page
Room: Leduc

This session will provide users with an overview of the receivables process.

SIG 4: Track 7 Open Support
Room: Strathcona

Join our support team for one-on-one support.

Bring your laptop and questions.

Wednesday Evening

SRB Hospitality
5:00 - 6:30 p.m.
Room: North Foyer

Dinner and Entertainment
6:30 - 11:00 p.m.
Room: MB/SK

Breakfast & Networking

7:30 - 8:30 a.m.

8:40 - 10:00 a.m. sessions

SIG 5: Track 1: atrieveHR Ask a User
Jennifer Witter, Greater St. Albert Catholic
Room: BC/AB

Presented by your HR SIG Chair

SIG 5: Track 2: Ask a User atrievePayroll
Taunia Sutton, Nanaimo Ladysmith
Room: Yukon

Hosted by your Payroll SIG Chair

SIG 5: Track 3: Ask a User - atrieveFinance
Lisa Butt, Elk Island Catholic Schools
Room: MB/SK

Hosted by your Finance SIG Chair

SIG 5: Track 7: Open Support
Room: Strathcona

Join our support team for one-on-one support. Bring your laptop and questions.

10:30 - 11:45 a.m. sessions

SIG 6: Track 1: atrieveHR Tools for Managing your Health and Safety Program
Marie Tol
Room: Centennial

This session is to introduce you to the tools and functionality that exist within atrieveHR system that can help you manage your Health and Safety Program as well as introduce you to the new Occupational Health and Safety Module.

The OHS module can accommodate school district needs to track and record workplace injuries and incidents with a point of entry directly from the affected employee. Information can be collected and transmitted electronically to WCB with immediate feedback of your submission recorded. This tool in conjunction with existing modules in atrieveHR will ensure you are reporting to WCB within the time requirements legislated.

SIG 6: Track 2: Payroll Year-end Processes
Gail Gaskell
Room: MB/SK

Plan, prepare and apply. We will review the year-end process checklist and the steps involved to wrapping up the year.

SIG 6: Track 3: Budget Interface and Alert Codes
Nigel Steffen
Room: Turner Valley

Streamline the entry and monitoring of your budget with the use of atrieveFinance's budget interface and alert codes.

SIG 6: Track 4: Routing 101
Vicki Edel
Room: BC/AB

Join us in a tutorial to understand the journey of the approval process. The focus will be on Leave Management Routing, however, the basic components apply to all electronic form routing such as Staffing Requisition, HR Workflows, Expense Reimbursement, etc. This session will help you understand 1) How the system determines and calculates routing, 2) What is a Routing Authorizer, 3) What is a Routing Code, 4) How are they connected.

SIG 6: Track 5: Building Dashboards
Vicki Hewitt
Room: Yukon

In this session we will provide an introduction to Dashboard Web (DBW).

SIG 6: Track 6: Journey of a Support Ticket
Tracy Rose
Room: Devonian

Join our Support Manager, Tracy Rose, for an overview of our support cycle and what happens when a support ticket is logged.

SIG 6: Track 7: Open Support
Room: Strathcona

Join our support team for one-on-one support. Bring your laptop and questions.

Lunch + Users' Group AGM + room change

11:55 a.m. - 1:20 p.m.
Room: MB/SK

1:30 - 2:25 p.m. sessions

SIG 7: Track 1: Position Control: Managing Assignments and FTEs
Marie Tol
Room: BC/AB

This session will review both atrieveHR canned reports as well as HRW reports to help in managing and planning workforce needs. We will review the databases which can help us organize and report efficiently and effectively and tools to stay ahead of the data.

SIG 7: Track 2: ROE Process
Tara Gaudet
Room: MB/SK

Join us in this session to review the new enhancements to the ROE process

SIG 7: Track 3: atrieveFinance in the Schools: SGF, BMW, etc.
Chris Hardie
Room: Yukon

In this session we'll show you what atrieveERP customers can do to integrate their school accounts into the district atrieveFinance system

SIG 7: Track 4: External Job Posting
Catherine Lofvendahl
Room: Turner Valley

Join our Product Manager, Catherine Lofvendahl, for an overview of our new External Job Posting Module.

SIG 7: Track 5: Life Cycle of a Requisition
Sandy Micona
Room: Centennial

See the full cycle of the requisition process; from the entry stage to converting into a purchase order.

SIG 7: Track 6: Security Builder: Overview of the new interface
Michael Cox
Room: Devonian

Join us for a sneak peek at the new security builder interface and capabilities

SIG 7: Track 7: Open Support
Room: Strathcona

Join our support team for one-on-one support. Bring your laptop and questions.

Give-aways and Wrap-up

2:30 - 3:00 p.m.
Room: MB/SK
Linda Glennon
Final Announcements, Door Prizes, Preview to the 2017 UG

UG 2016 Session Schedule