Below is a detailed description detailing each Community training track and the consultant who will be conducting the associated trainings.
Agenda
- General Welcome: 10:00 a.m. – 10:15 a.m.
- Session 1: 10:15 a.m. – 11:30 a.m.
- Session 2: 11:45 a.m. – 1:00 p.m.
- Break
- Session 3: 1:45 p.m. – 3:00 p.m.
- Session 4: 3:15 p.m. – 4:30 p.m.
*All times are in Eastern Standard Time (EST)
Presenter
Alyssa Joubert — Finance
Senior Implementation Consultant, Tyler Technologies, Inc.
Alyssa joined Tyler Technologies in 2019 as an Implementation Consultant on the Mid-Atlantic team. After three years working with new clients, she transferred to the PACE team. Outside of work, she enjoys spending time with friends, going to the gym, traveling, and taking advantage of the summer months in Maine.
Sessions:
This session will focus on creating custom HUB Pages and cards for financial staff. Custom content will be created to help users check budget, download reports, filter data, access internal and external links, and monitor workflow.
Objectives
- Create and use their own custom HUB cards and pages.
- Participants will be able to use these cards and pages to their advantage to access account data and download reports.
Prerequisite
Basic familiarity with General Ledger & Budgets
1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Business Management & Organization
This session will focus on the different types of funds and their impact on both the initial budget process as well as the fiscal year and/or lifecycle of the fund. Participants will gain a deeper understanding of how to set up Capital and Operating projections as well as the implications of each fund type, their attributes, and interactions with integrated modules.
Objectives
- Understand the various fund types
- Implications of fund attributes
- Best practices for the original budget process as well as management of new appropriations throughout the fiscal year and/or the fund lifecycle
Prerequisite
Basic familiarity with General Ledger & Budget.
1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Finance
This session will focus on the setup and use of Vendor Access. We will review the administration of Vendor Access from both the EERP side as well as from the VA Admin Site, which can be accessed via Admin Center. Participants will also get an idea of what Vendor Access looks like from the vendor’s purview, and the steps vendors will go through to register.
Objectives
- Set up and use Vendor Access
- Approve vendor changes and additions
Prerequisite
Basic familiarity with Purchasing & AP
1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Finance
This session will focus on the setup and use of Bank Recon Manager. We will review the implications of setup components throughout different modules. We will also review some common areas of uncertainty, and how to mitigate manual matching.
Objectives
- Best practices and gotchas of Bank Recon Manager.
Prerequisite
Basic familiarity with General Ledger and Accounts Receivable.
1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Finance
Presenter
George Maloney — Revenue
Implementation Consultant, Tyler Technologies, Inc.
George Maloney is an Implementation Consultant with a strong background in the public sector and utility industries. With 15 years of industry knowledge, George brings a wealth of expertise to his role, helping organizations optimize their operations and systems. He holds an Engineering degree and has been part of Tyler Technologies since 2022. Outside of work, George enjoys spending time camping, to unwind and recharge.
Sessions:
In this session, participants will dive deep into the creation and management of Hub Pages and Cards tailored for both General Billing and Utility Billing. The session will focus on utilizing the Content Library to streamline the creation of these pages and cards, ensuring that participants can build useful, user-friendly interfaces for their billing systems. Through hands-on demonstrations, attendees will learn to integrate the tools effectively and efficiently to enhance their workflow.
Objectives
- Understand the core principles of Hub Pages and Cards within the context of General Billing and Utility Billing.
- Learn how to leverage the Content Library to create, organize, and optimize Pages and Cards.
- Gain practical skills in configuring Hub Pages and Cards to improve billing processes and the user experience.
Prerequisite
Participants should have a basic understanding of General Billing or Utility Billing processes to fully benefit from the session.
1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Business Management & Organization
In this session, participants will explore the key processes for reconciling Accounts Receivable with the General Ledger specifically for General Billing and Utility Billing. The session will focus on understanding the preparation steps required for effective reconciliation, including how to set up the necessary configurations and settings for generating accurate reconciliation reports. Attendees will gain hands-on experience in using these tools to ensure their AR and GL are aligned, reducing discrepancies and improving financial reporting accuracy.
Objectives
- Develop a thorough understanding of the AR reconciliation process for General and Utility Billing.
- Learn how to prepare and configure settings for generating reconciliation reports.
- Master the techniques for balancing AR records with the GL to ensure financial accuracy and integrity.
Prerequisite
Participants should have a basic understanding of AR processes and how they interact with the General Ledger to fully engage with the content.
1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Finance
This session will dive into essential tips and tricks within Cashiering, focusing on how to effectively adjust preferences, permissions, and settings to optimize your workflow. Participants will learn how to fine-tune their Cashiering environment for maximum efficiency, including practical suggestions for adjusting settings and managing user permissions. By the end of the session, attendees will have the tools to configure Cashiering to meet their organization's specific needs.
Objectives
- Gain a deep understanding of how to adjust preferences, permissions, and settings within Cashiering.
- Learn best practices and recommended settings to optimize Cashiering workflows.
- Master techniques for tailoring Cashiering to align with organizational processes and user needs.
Prerequisite
Participants should have a basic understanding of General Billing or Utility Billing processes to effectively engage in the session.
1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Finance
In this session, participants will explore the critical components of Utilities Access, focusing on both the administrative configuration and the customer-facing portal. The session will cover how various settings and configurations impact the functionality of the customer portal, ensuring that participants gain a thorough understanding of the relationship between back-end administration and the user experience. Through hands-on demonstrations, attendees will learn how to configure and manage portal settings for optimal customer interactions.
Objectives
- Understand how administrative configurations affect the customer portal experience.
- Learn to navigate and manage portal settings to enhance customer engagement.
- Gain practical knowledge of configuring Utility Access to streamline customer interactions.
Prerequisite
Participants should have a basic understanding of Utility Billing processes to fully benefit from the session.
1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Finance
Presenter
Melissa Herrera — System Administration
Implementation Consultant, Tyler Technologies, INC
Melissa joined Tyler Technologies in 2023 as a PACE Implementation Consultant after seven years of working with the special needs community. She’s passionate about helping organizations implement solutions that truly make a difference. When she’s not working, she’s all about good food, beach days, and spending quality time with family and friends.
Sessions:
This session will provide an overview of Hub System Administration, equipping participants with the understanding on how to manage system settings, user roles, data access, external integrations, and content management.
Objectives
- After completion of this course, participants will have gained the knowledge on how to set up Hub and optimize business processes.
Prerequisite
Basic familiarity of HUB
1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Business Management & Organization
This session introduces participants to Munis Cubes and SSRS Report Building, covering the process of connecting Excel to Munis data, creating Pivot Tables, and utilizing TRS Views for custom reports. Participants will learn how SSRS integrates with Munis, how to navigate the Data Dictionary, and how to generate and refine reports for better data insights.
Objectives
- Learn how to connect to Munis Cubes
- Build Pivot Tables
- Understand SSRS report building
- Create custom reports
Prerequisite
Basic Excel Knowledge
1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Business Management & Organization
This session introduces participants to Role-Based Access Control (RBAC) in Munis, focusing on how to configure and manage user access. Participants will learn how to structure roles, manage permissions effectively, and apply best practices for maintaining system security.
Objectives
- Configure and manage user roles
- Assign permissions
- Adjust security settings
- Apply best practices
Prerequisite
None
1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Business Management & Organization
This session introduces participants to Tyler University and the Tyler Online Support Portal, essential resources for training and troubleshooting. Participants will learn how to access on-demand Tyler product courses for staff development and effectively navigate the Online Support Incidents portal to submit and manage support cases.
Objectives
- Navigate Tyler University for training
- Track courses
- Manage support cases through the Online Support Incidents portal
Prerequisite
None
*NO CPE credit will be provided for this session*
Presenter
Whitney Ramsey — Human Resource Management
Implementation Consultant, Tyler Technologies, Inc.
In 2022, Whitney joined Tyler as a Human Resources Management Implementation Consultant with the PACE Team. In this role, she offers daily consultations to clients, guiding them on best practices and the effective use of the Human Capital Management module—spanning Human Resources, Payroll, Recruiting, and Talent Management. Outside of work, she enjoys music, reading, and spending time with her son.
Sessions:
In this session we will cover essential pages and cards, walk through adding new ones, and demonstrate how to filter data effectively to find the insights you need. Whether you're new to the HUB or looking to refine your skills, you’ll learn practical tips to improve your processes and navigate the system more effectively.
Objectives
- Identify essential pages and cards within the HUB
- Add new pages and cards
- Apply data filtering techniques to efficiently access relevant information and improve their processes
Prerequisite
Basic familiarity with Human Resource and Payroll modules.
1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Business Management & Organization
In this session, we will cover how to create and manage position control records and explore their connections to employees. We’ll review how Job Classes, Salaries, and Positions relate to Employee Job/Salary records and demonstrate best practices for maintaining positions. Whether you're new to Position Control or looking to refine your skills, you’ll gain a deeper understanding of the information it holds and how to manage it effectively.
Objectives
- Create and manage position control records
- Understand the relationships between Job Classes, Salaries, Positions, and Employee Job/Salary records
- Apply best practices for maintaining position data effectively
Prerequisite
Understanding of how to create salary tables, job classes, and employee records. Users will also benefit from understanding effective dates within Employee Job/Salary prior to the session.
1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Personnel/HR
In this session, we will explore the key components of Accruals, including settings within Pay Master, Accrual Tables, and Employee Accruals. We’ll cover the basics of building an accrual, assigning it to an employee, and processing accrual information through payroll. Whether you're new to accruals or looking to refine your knowledge, this session will provide a solid foundation for managing accruals effectively.
Objectives
- Configure accrual settings in Pay Master
- Create and assign Accrual Tables
- Process employee accruals through payroll accurately and efficiently
Prerequisite
Basic understanding of pay master, employee maintenance, and payroll processing.
1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Personnel/HR
In this session, we will explore Employee Access, the self-service portal that allows employees to view their information, retrieve documents, access salary details, complete tasks, and more. We’ll cover the basics of navigation and how Employee Access connects to Enterprise ERP, ensuring a seamless experience for both employees and administrators. Whether you're new to Employee Access or looking for a refresher, this session will help you better understand its functionality and benefits.
Objectives
- Navigate the Employee Access portal
- Understand its connection to Enterprise ERP
- Utilize its features
Prerequisite
Understanding of employee information within Enterprise ERP including setup within Human Resources, Payroll, Recruiting, and Talent Management.
1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Virtual
Advanced Preparation: None
Field Of Study: Personnel/HR
Additional Information
Attendees are eligible to earn 1 CPE credit for attending each eligible Breakout Session attended, for a total of 4 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
For more information regarding administrative policies, such as complaints and cancellations, Please contact: Enterprise ERP PACE Information EERPPACE@tylertech.com