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Leveraging Succession Planning in Scissortail HCM

Insight
Video
Tutorial
Demo
February 21, 2023

Learn how to use Scissortail HCM's succession planning to ensure the right people are in place for critical roles. Manage employee performance and development, analyze scenarios, and adjust plans with ease. Ensure continued success and growth with Scissortail HCM (powered by UKG/Kronos).

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Scissortail HCM
Succession Planning
HCM
Tutorials
Demo

SmartTalks - January 2023

Insight
Video
Tutorial
Demo
January 20, 2023
Ed Kless

Digital Transformation - If you don't like change, your going to like irrelevance even less. This podcast discusses the impacts on companies that have not implemented company-wide processes and systems in their organizations.

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SmartTalks
Video
Insight

SmartTalks - December 2022

Insight
Video
Tutorial
Demo
December 15, 2022

How to make sure that your system is balanced before you execute your software close. Avoid adjusting journal entries, and avoid reopening prior periods and years. This session with a checklist provides all the instructions for a successful YE close and a clean setup for the following year.

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Accounting
Acumatica
ERP
Sage 100cloud
SmartTalks

SmartTalks - November 2022

Insight
Video
Tutorial
Demo
November 28, 2022

This month's class reviews a complete checklist of tasks for a clean yearend payroll process. Additionally, the checklist will also cover those once-a-year activities in setting up for a good 2023.

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Sage HRMS
Scissortail Payroll
SmartTalks
Scissortail HCM

SmartTalks - October 2022

Insight
Video
Tutorial
Demo
November 28, 2022

Shawn will cover the benefit of HLookup over VLookup. Shawn also gives an update on the newest features from Excel and covers his favorite hotkeys. XMatch is a new function that Shawn will show exactly how to use it. He also will cover the new decision function IFS vs IF.

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Excel Tips
SmartTalks

COVID Reporting for OSHA Requirements

Insight
Video
Tutorial
Demo
October 5, 2021

New OSHA regulations will require employers with 100 or more employees to report certain COVID information related to vaccination and testing. Some employers with less than 100 employees may also need to gather similar information based on their industry. Sage and Scissortail Covid Reponse Center.

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COVID-19
OSHA
Sage HRMS
Scissortail Payroll
Scissortail HCM

Sage HRMS Best in Breed Solutions

Insight
Video
Tutorial
Demo
December 6, 2020

Sage HRMS partners with the leaders in the market to ensure each of your HR and Payroll needs are managed with the most comprehensive tools. HR Actions, Aatrix, Cyber Train, Cyber Recruiter, Scissortail Time and Labor Management and KnowledgeSync

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Cyber Recruiter
Cyber Train
Scissortail TLM
TLM
Sage HRMS

Adding Dashboard Widgets to Scissortail HCM

Insight
Video
Tutorial
Demo
December 6, 2020

Creating graphs or widget drill-downs in Scissortail HCM can be done quickly. This allows each employee or manager to have a graphical view of key data and then click through to the supporting details. Managing HR and Payroll is easy with this tool from Kronos.

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Scissortail HCM
Tutorials

AR Collections with Acumatica

Insight
Video
Tutorial
Demo
December 7, 2020

AR cash collection is all about easy access to data for researching collection attempts, payments made, credits issued and cash applied. Acumatica Dashboards and side-panels make this task so much easier.

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Acumatica
Tutorials
Accounts Receivable

Creating Cases or Support Tickets in Acumatica ERP

Insight
Video
Tutorial
Demo
December 7, 2020

Support tickets or cases can automatically be generated for Acumatica from your designated support.com email address. Additionally, you can easily convert an email sent to an individuals email address to an Acumatica ticket or case.

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Acumatica
Tutorials
Customer Service

Creating Group Level Security in Sage HRMS

Insight
Video
Tutorial
Demo
December 7, 2020

Managing security with Sage HRMS is a two-step process. First, you create your Security Groups, then you assign users to the groups. Groups are managed by company level or entities.

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Sage HRMS
Insight
Video
Security

Working Remotely? Making it Work!

Insight
Video
Tutorial
Demo
March 26, 2020

Special 30 minute session to discuss how working remotely can be accomplished successfully as a standard business practice. We will also discuss how to adjust your emergency contingency plans, both short and long term. Which HR policies that may need immediate adjustments.

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Insight
SmartTalks
Video

Acumatica Cash Management Tools

Insight
Video
Tutorial
Demo
March 12, 2020

Acumatica dashboards and reports allow you to manage both receivables and payables. Visual tools show you quickly where cash flow issues may arise in the upcoming months. All dashboards drill down to supporting documents for full analysis.

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Acumatica
Demo
Cash Management
ERP
Video

Creating a Side Panel in Acumatica Generic Inquiries

Insight
Video
Tutorial
Demo
March 10, 2020

Generic Inquiries in Acumatica are powerful Excel-like data views. Now you can add a side panel so as you step through your list, you can see the detail information associated without having to drill down on each item.

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Acumatica
Video
Generic Inquiry
ERP
Tutorials

Using the Aggregate Function in Acumatica Generic Inquiries

Insight
Video
Tutorial
Demo
February 11, 2020

The aggregate function in Acumatica allows you to include statistical information from a child table. (i.e. Purchase Order Header and Detail). The sum or number of detail records can be shown on the generic inquiry of the header record.

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Acumatica
Generic Inquiry
ERP
Video
Tutorials

Logging Emails from Outlook into Acumatica

Insight
Video
Tutorial
Demo
February 3, 2020

Using the Acumatica plug-in for Outlook makes it easy to store your emails into any Acumatica account (contact), case (service ticket) or opportunity. They are connected with the email address of the incoming email or can be overridden to attach an email to an associated account.

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Microsoft
Acumatica
Video
Tutorials
ERP

Acumatica Integrations (API's) Part Four - More API Programming Examples

Insight
Video
Tutorial
Demo
February 3, 2020

This video will walk you through creating your source library, Acumatica library and UI library. Best practices ensure your code is easy to maintain and re-purpose and leverages all the power of Acumatica API's.

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Acumatica
ERP
Tutorials
Video
API

Acumatica Integrations (API's) Part Three - Simple API Programming Example

Insight
Video
Tutorial
Demo
February 3, 2020

This video will walk you through the programming basics for creating an interface with Acumatica using API's. We will begin by creating your project in Visual Studio. This example shows how to bring in a CSV file into your general ledger.

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Acumatica
Tutorials
Video
ERP
API
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