Massachusetts Enterprise ERP User Group Meeting

Please join us for an informative Enterprise ERP User Group Meeting! Here are some FAQs to review before you attend!

  • There is no cost to attend.
  • In the event of a canceled on-site meeting, a virtual one on the same day will be offered in its place.
  • Complimentary breakfast and lunch items will be available. Please let us know ahead of time if you have any food allergies for which we must accommodate.
  • Water will be available via refill station, we recommend bringing a water bottle to the meeting.
  • This live event will not be recorded or be available for virtual attendance.
  • Please send any additional questions to EERPStateUserGroup@tylertech.com
  • Attendance is limited, please let us know if you are unable to attend and we will cancel your registration or use the cancelation link below.
  • Need to cancel? Click here!

Agenda

8:30 - 9:00 AM: Check-in, Coffee, & Networking

9:00-9:50 AM: Morning General Session (CPE)  

  • Moving Forward with Enterprise ERP

10:00-10:50 AM: Breakout 1 Sessions 

  • Breakout 1A: Reimagining Requisitions: A Fresh Perspective (CPE)
  • Breakout 1B: Position Control (CPE)
  • Breakout 1C: Empowering Clients with Cutting-Edge Analytics

11:00-11:50 AM: Breakout 2 Sessions 

  • Breakout 2A: New Financial Employee Onboarding (CPE)
  • Breakout 2B: Overview of the SaaS Migration Process (CPE)
  • Breakout 2C: Mastering Effective Dated Pays: Best Practices (CPE)

12:00-1:00 PM: Lunch and Networking

1:00-1:50 PM: Breakout 3 Sessions

  • Breakout 3A: Roles/Permissions Roundtable
  • Breakout 3B: Employee Access Overview / Human Resources Roundtable
  • Breakout 3C: System Administration Roundtable

2:00-3:00 PM: Breakout 4 Sessions

  • Breakout 4A: Unlocking the True Potential of HUB Reporting (CPE)
  • Breakout 4B: Getting the most out of Personnel Actions (CPE)
  • Breakout 4C: Upgrading Enterprise ERP with Tyler Deploy (CPE)

CPE Credit Information

Morning General Session

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

Reimagining Requisitions: A Fresh Perspective

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

Position Control

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Personnel/HR

New Financial Employee Onboarding

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Finance

Overview of the SaaS Migration Process

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

Mastering Effective Dated Pays: Best Practices

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Personnel/HR

Unlocking the True Potential of HUB Reporting

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

Getting the most out of Personnel Actions

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Personnel/HR

Upgrading Enterprise ERP with Tyler Deploy

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

NASBA CPE Disclaimer

Attendees are eligible to earn 1 CPE credit for attending each eligible Breakout Session attended, for a total of 4 possible CPE credits for the entire User Group Meeting. Please note attendance will be verified for CPE credit. Live attendance for at least 50 minutes per CPE-eligible session is required.

Tyler Technologies, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.learningmarket.org. One CPE = 50 minutes of instruction

Complaint Resolution Policy

For more information regarding administrative policies, such as complaints and cancellations, Please contact: Enterprise ERP State User Group Information EERPStateUserGroup@tylertech.com

Session Descriptions:

Moving Forward with Enterprise ERP: Join us in our opening session for important updates regarding the future of Enterprise ERP and Tyler Technologies, as well as a review of various Enterprise ERP functions reflecting the modules represented in today’s breakout sessions.

Reimagining Requisitions: A Fresh Perspective: Join us for an exciting session where we'll dive into a revamped requisition process! We'll explore and integrate various system functions to streamline our purchasing. Get ready to discover the power of HUB, Requisitions, E-Procurement, ReadyForms filters, and Requisitions conversion. Let's transform the way we handle purchases together!

Position Control: Join for this session to learn how to leverage Position Control for the various benefits it provides to your organization - automation of coding for employees associated with a Position, restriction ranges for Salary Tables or Pay Bands, unique functionality to create Vacancies for budgeting purposes in Salary and Benefit Projections, and more.

Empowering Clients with Cutting-Edge Analytics: Join us for an insightful seminar hosted by the Tyler Data & Insights Team. Discover how we are revolutionizing client experiences with advanced analytics, modern dashboards, and intuitive reporting tools that seamlessly integrate with Tyler solutions.

New Financial Employee Onboarding: Would you like guidance on how to onboard your new Financial Employees? We will cover a listing of programs that should always be in your back pocket, a review of key reporting tools, and tips for creating a sustainable and easily replicable training program.

Overview of the SaaS Migration Process: A member of the EERP SaaS Migrations team will be guest speaking to the importance and key factors of moving to a SaaS hosted environment.

Mastering Effective Dated Pays: Best Practices: Effective dated pays is a crucial component to ensure payroll information and calculations are accurate. We will discuss the importance of proper date maintenance, where/how to make the updates, and the impacts effective dated pays have on payroll data to ensure accurate and consistent pay for you and employees.

Roles/Permissions Roundtable: Learn the secrets to labeling and building effective roles, get insider tips on managing them like a pro, and smoothly transition from user-focused to role-focused permissions. In addition to a tutorial on roles, this session will provide an open avenue for discussion and collaboration with a roundtable format.

Employee Access Overview / Human Resources Roundtable: Following a brief overview of Employee Access, this session is devoted to open discussion amongst attendees regarding Payroll or Human Resources topics. While typically not ideal for troubleshooting ongoing issues, this is a great opportunity to inquire about approaches others take to various challenges with reporting needs or completing processes within Enterprise ERP. For the most fruitful discussion, come prepared with one or two topics you would like to learn more about or discuss!

System Administration Roundtable: This session is devoted to open discussion amongst attendees regarding System Admin topics. While typically not ideal for troubleshooting ongoing issues, this is a great opportunity to inquire about approaches others take to various challenges with reporting needs or completing processes within Enterprise ERP. For the most fruitful discussion, come prepared with one or two topics you would like to learn more about or discuss!

Unlocking the True Potential of HUB Reporting: In this session, we'll go over how you can utilize the reporting features in the Hub product to enhance your productivity. We'll review various methods of manipulating your data in Hub, as well as covering ways to make Hub cards and pages your own.

Getting the most out of Personnel Actions: This session will educate attendees on various functionality within Personnel Actions including basic processing, workflow options, and available methods to automate the process.

Upgrading Enterprise ERP with Tyler Deploy: This session will demonstrate the upgrade process for Enterprise ERP using Tyler Deploy, and will identify additional resources that are available to assist clients with the process.

Additional Information

Save the Date: The Massachusetts Tax meetings will be held in October. More information will be available soon!