Meetings

  • The project team will meet weekly during all key implementation periods with applicable team members participating (Human Resources and Payroll & Benefits team members will start participating in the project once Phase II begins for human resources/payroll and benefits planning and implementation). Periodic presentations and updates on project status will be provided to the school board and other key stakeholders as key dates/accomplishments are achieved.

    • Presentation on Selection Process, Functionality, and Action Items (4 Resolutions) for Approval - February 2015
    • Approval of Resolutions and Funding for Project - April 2015
    • Review of Phase I - May/June 2016
    • Review of Phase II - May/June 2017
    • Review of Phase Ill - January 2017
    • Overview of Project (History, Status, and Next Steps) - July 2017

    A working committee/team has been formed comprising Financial Service Department staff (accounting, benefits, budgeting, grants, payroll and purchasing), Human Resources staff, and school staff (bookkeepers and payroll clerks) to develop new procedures and considerations for additional technological support, tracking and processing time sheets, employee leave, requisitions, purchase orders, etc. This is to ensure complete buy-in of procedural changes from all stakeholders. This team will meet during the project as needed, but at a minimum on a quarterly basis, to discuss the policies, procedures, and implementation. In addition, updates will be provided at the administrators’ meetings on a quarterly to semi-annual basis (as needed) on the status of the project.

     

January 2016

  • MEETING TOPIC(S) DATE(S) LOCATION
    eProcurement Training & VSS Setup January 28, 2016 Central Office
    Contract Processing Training Session 2 January 28, 2016 Central Office
    Purchasing Processing Training Session 2 - Requisitions January 27, 2016 Central Office
    Purchasing Processing Training Session 2 - Purchase Orders January 27, 2016 Central Office
    Desktop Procedure Manual - Open Items January 26, 2016 Central Office
    Project and Grant Processing Training Session 2 January 26, 2016 Central Office
    Desktop Procedure Manual - Accounts Payable January 22, 2016 Central Office
    Desktop Procedure Manual - Purchasing January 21, 2016 Central Office
    Desktop Procedure Manual - Budget January 20, 2016 Central Office
    Desktop Procedure Manual - General Ledger January 19, 2016 Central Office
    Desktop Procedure Manual - Project Accounting January 19, 2016 Central Office
    Desktop Procedure Manual - Student Activity Accounting January 14, 2016 Central Office
    Tyler Content Manager - Configuration Testing January 14, 2016 Central Office
    General Ledger History Conversion Support January 13, 2016 Central Office
    Workflow Review Session January 12, 2016 Central Office
    Tyler Forms Review January 12, 2016 Central Office

February 2016

  • MEETING TOPIC(S) DATE(S) LOCATION
    Fixed Assets Processing Training February 25, 2016 Central Office
    Open Items Review February 25, 2016 Central Office
    Accounts Payable Training and Review Session February 24, 2016 Central Office
    Accounts Receivable Process Training February 23, 2016 Central Office
    General Billing Process Training February 23, 2016 Central Office
    Analysis - HR Functions February 18, 2016 Central Office
    Analysis - Payroll Processing February 17, 2016 Central Office
    Analysis - Employee Maintenance February 16, 2016 Central Office
    Project and Grant Training and Review Session February 11, 2016 Central Office
    Contract Process Review February 11, 2016 Central Office
    General Ledger/Chart of Accounts Maintenance Training February 10, 2016 Central Office
    General Ledger History Conversion Support February 9, 2016 Central Office
    Workflow Review Session February 5, 2016 Central Office
    Fixed Assets Training February 4, 2016 Central Office
    Student Activity Accounting Training February 4, 2016 Central Office
    Budget Training and Review February 3, 2016 Central Office
    Review of Open Training Items February 2, 2016 Central Office
    eProcurement Training Session February 2, 2016 Central Office

March 2016

  • MEETING TOPIC(S) DATE(S) LOCATION
    Student Activity Accounting Cross Dept & Core Team Final Review March 25, 2016 Central Office
    Train the Trainer Prep March 25, 2016 Central Office
    Fixed Assets Core Team Final Review March 24, 2016 Central Office
    Contracts Core Team Final Review March 24, 2016 Central Office
    Tyler Content Manager (TCM) Core Team Final Review March 23, 2016 Central Office
    General Ledger Conversion Support March 23, 2016 Central Office
    SQL Server Reporting Services (SSRS) Setup Training: Overview and Administration March 22, 2016 Central Office
    Tyler Forms Core Team Final Review March 22, 2016 Central Office
    Workflow and Security Core Team Final Review March 4, 2016 Central Office
    Accounts Payable Process Cross Dept & Core Team Final Review March 3, 2016 Central Office
    Accounts Receivable/General Billing Core Team Final Review March 3, 2016 Central Office
    Budget Processing Cross Dept & Core Team Final Review March 2, 2016 Central Office
    Purchasing & eProcurement Processing Cross Dept & Core Team Final Review March 2, 2016 Central Office
    General Ledger Cross Dept & Core Team Final Review March 1, 2016 Central Office

April 2016

  • MEETING TOPIC(S) DATE(S) LOCATION
    Review of Forms and Tyler Content Manager April 28, 2016 Central Office
    Train-the-Trainer Sessions April 27, 2016 Central Office
    Conversion Proofing April 26, 2016 Central Office
    Train-the-Trainer Sessions April 7, 2016 Central Office
    Train-the-Trainer Sessions April 6, 2016 Central Office
    Open Issues Review/First pass of Go Live Checklist April 5, 2016 Central Office

May 2016

  • MEETING TOPIC(S) DATE(S) LOCATION
    Human Resources/Payroll    
    Payroll Set Up Training May 31, 2016 Central Office
    Financial    
    End User Training May 31-June 2, 2015 Central Office
    Go Live Checklist Review May 27, 2016 Central Office
    End User Training May 24-25, 2016 Central Office
    Human Resources/Payroll    
    Payroll Static Environment Test May 19-20, 2016 Central Office
    Time and Attendance Static Environment Test May 18, 2016 Central Office
    Applicant Tracking Static Environment Test May 18, 2016 Central Office
    Human Resources Static Environment Test May 17, 2016 Central Office
    Employee Expense Reimbursement Static Environment Test May 17, 2016 Central Office
    Cross-Department Process Decision Meeting - Human Resources May 17, 2016 Central Office
    Cross-Department Process Decision Meeting - Time and Attendance May 17, 2016 Central Office
    Financial    
    End User Training May 17-18, 2016 Central Office
    Human Resources/Payroll    
    Remote Static Environment Test Setup and Preparation May 12-13, 2016 Central Office
    Payroll Processing Best Business Practice Review Session May 11, 2016 Central Office
    Human Resources Functions Best Business Practice Review Session May 10, 2016 Central Office
    Financial    
    End User Training May 10-12, 2016 Central Office
    Human Resources/Payroll    
    Payroll and General Ledger Posting Review May 5, 2016 Central Office
    Required Reporting Audit May 5, 2016 Central Office
    Benefits Enrollment Analysis/Risk Management Analysis May 4, 2016 Central Office
    Payroll/Human Resources Conversion Analysis May 3, 2016 Central Office
    Employee Maintenance Conversion Review Session May 3, 2016 Central Office
    Financial    
    End User Training Documentation Support May 3-5, 2016 Central Office
    Project and Grant Processing Training May 2, 2016 Central Office