Tuesday, October 29th

Alio Finance

Alio Finance Highlights | 9:45am – 10:45am 
Haven’t read the Release Notes?  Don’t worry!  We will take a look back at the highlights from the previous year.

Alio Finance Did You Know… | 10:55am – 11:55am 
Join us for a review of various features in Alio that will make you more efficient in your day-to-day activities.  We will include tips and tricks that you can share with your co-workers.

Generating Finance Reports | 1:10pm – 2:10pm
Come see how to set up Report Specification Masters that are used each time a report linked to Report Specification Master is generated, such as Balance sheet, Expense, and Revenue reports.  We will show you how to total and subtotal by dimension, such as fund, object, and function; and how to create and incorporate Use Defined Dimensions to add additional sorting and totaling capabilities.  Don’t forget to attend the upcoming Alio Report Writing Lab session to start creating your own custom reports.

Customizing Finance Reports in Alio | 2:20pm – 3:20pm 
The Variable Column Report is a customized multi-year Finance report writer within Alio.  The report enables you to display up to 5 years of summary data for all accounts in Alio.  Don’t forget to attend the Alio Report Writing Lab in the next session to start creating your own custom reports.

Alio Report Writing Lab | 3:45pm – 4:45pm
Need help with creating custom FAS reports in Alio?  We are here to help you create Report Specifications, User Defined Dimensions, and Variable Column reports!

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Alio Human Resource

Leave Processing | 9:45am – 10:45am 
Still using spreadsheets to track employee leaves?  We will review the process to enter and maintain absence information and track leave balances.  Learn how to utilize leave processing to accurately accrue, pay, or dock employees for leaves taken.

Benefits of Salary Administration | 10:55am – 11:55am 
This session provides an overview of how Salary Administration and Position Control work together. Explore the benefits of utilizing salary schedules to save time in automating salary changes and advancements.

Human Resource and Payroll Highlights | 1:10pm – 2:10pm 
Haven’t read Release Notes? Don’t worry!  We will take a look back at the Human Resources and Payroll highlights from the previous year.

Human Resource Did You Know … | 2:20pm – 3:20pm
Join us for a review of various features in Alio that will make you more efficient in your day-to-day activities.  We will touch on some tips and tricks that you can take back to your district.

Life Insurance over $50K | 3:45pm – 4:45pm
Join us for a review on how to process and calculate the imputed income for Life Insurance over $50,000.


 

Alio Payroll

Vendor Liability Processing | 9:45am – 10:45am 
The employees are paid and now it is time to pay the vendors.  Use the Create Vendor Liability program to automatically create vendor liability checks.  Did you know you can generate manual checks, ACH transfers, and electronic payments?  Did you know you can use the control account override option to override accounts?  Come to this session to learn all about setting up and processing vendor liabilities.

Human Resource and Payroll Highlights | 10:55am – 11:55am 
Haven’t read Release Notes? Don’t worry!  We will take a look back at the Human Resources and Payroll highlights from the previous year.

Payroll Processing Best Practices | 1:10pm – 2:10pm 
Paying employees correctly is very important.  During this session, we will discuss techniques to pay employees accurately, review ways to catch errors and discuss other “best practices” to follow when processing payroll.

Payroll Adjustment Best Practices | 2:20pm – 3:20pm
Did you ever need to adjust an employee’s pay check or statement?  Come learn about the different methods to make payroll adjustments, including deduction/benefit, pay, and payroll accounting adjustments.  We will review pre-tax and post-tax adjustments.

Alio Payroll Did You Know … | 3:45pm – 4:45pm
Join us for a review of various features in Alio that will make you more efficient in your day-to-day activities.  We will touch on some tips and tricks that you can take back to your district.


 

Alio Miscellaneous

Alio Time – New Time Clock Benefits | 9:45am – 10:45am 
It’s Alio Time!  Find out how to control labor costs, manage compliance risk and improve workforce productivity.  We will also address how to avoid “Buddy Punching” with the use of biometrics and hand geometry technology.

Alio Time Integration | 10:55am – 11:55am 
Want to know how the magic happens?  Learn how the integration works and how you can control the flow of your data between Alio and Alio Time.

Alio Capture and Archive Integration | 1:10pm – 2:10pm 
Want to have your own custom check prints or purchase order templates?  Come see how to use Alio Capture to create custom templates for printing purchase orders, accounts payable checks, payroll checks and advices, accounts receivable invoices, and cash receipts.  Alio Capture saves captured images for two years.  It can be integrated with Alio Archive.  Alio Archive eliminates the need for paper at its source while decreasing processing time.  We will demonstrate the browser-based enterprise content management solution that increases efficiencies across all departments through secure access to content form any device.  With this solution, data is consistent, organized, and easy to access.

Employee Service Portal Achievements | 2:20pm – 3:20pm 
Haven’t read the Release Notes?  Don’t worry!  We will take a look back at the highlights from the previous year.

Serving Employees Through Employee Service Portal | 3:45pm – 4:45pm
Join us to learn how employees can use Employee Service Portal (ESP) to view their payroll advice, leave balances, education, certificate information, and deductions and benefits.  Check out the employee paycheck simulator and see what information employees can change by submitting requests.


 

Alio Intelligence

Alio Intelligence Overview | 9:45am – 10:45am 
Learn the basics of navigating within Alio Intelligence, accessing reports and making simple modifications.  This session is intended for those who have never used Alio Intelligence but can be a great refresher course.  Not using Alio Intelligence?  Attend this session to see what you are missing.

Building Simple FAS Style Reports | 10:55am – 11:55am 
Watch as we build a style of requisition approval, multi-year budgets and accounts payable aging reports live using the Alio Intelligence report design tool.  Note: Be sure to print the Building Simple FAS Reports document which is available on the Alio Summit website and bring to this session.

Alio Intelligence Advanced Session 1 | 1:10pm – 2:10pm
Learn techniques that will help you to build more advanced Web Intelligence reports successfully.  This session covers the following concepts:
• User controls
• Sub-queries
• Ranking and charts
• Grouping (sections & breaks)
• Drilling with document links

Interactive Dashboards in Reports | 2:20pm – 3:20pm 
Use Alio Intelligence to create interactive dashboard inquiries within reports to supplement Alio.  We will demonstrate “dashboard”” like AI reports that have linked tables and charts.  We will create similar AI reports to demonstrate how to link the tables with the element linking feature.  See how dashboards are used to call parts or all of these (or any) AI reports.

Open Lab | 3:45pm – 4:45pm
We encourage you to use your laptop to access the hands-on Alio Intelligence demo environment to practice what you have learned thus far at the Summit.  Use this session to work with the Alio Intelligence experts in applying your knowledge.


Alio Q & A | 9:45am – 4:45pm

You have questions, we have answers in the Alio Q & A Room.  Spend one-on-one time with a support representative or a trainer.  Sign-up at the registration desk Monday or in the Alio Q&A Room during the conference.


Wednesday, October 30th

Alio Finance

Recurring Transaction Processing | 8:00am – 9:00am 
Tired of entering the same transactions each week or month?  Come see how you can utilize one of our Recurring Entry forms for Journal Entries, AP Payments, ARS Invoice Entry, or Cash Receipts.

Alio Finance Did You Know… | 9:10am – 10:10am 
Join us for a review of various features in Alio that will make you more efficient in your day-to-day activities.  We will touch on some tips and tricks that you can take back to your district.

Payment Processing Tips and Tricks | 10:30am – 11:30am 
Join us for a review of Payment Entry and Processing.  Learn some of the tips and tricks for Payment Entry, PO Payment by Account Entry, Payment Request Edit List, and more.  We will discuss the different payment types and resulting journal transactions that occur with Payment Posting and AP Check Print Post.

Interactive Alio Finance Journey | 12:45pm – 1:45pm
Seeking your input!  We will take a look at some new features coming in the next year.  This will be an interactive session, so bring your Alio enhancement ideas that will improve Alio in the coming years.

Grant Reporting | 2:00pm – 3:00pm
Grants can be a major stream of funding for a school district and need to be monitored closely.  In this session, see how Alio can assist you by setting up Grant Projects to track this money. 


 

Alio Human Resource

Interactive Alio Human Resources Journey | 8:00am – 9:00am 
Seeking your input! We will take a look at some new features coming in the next year.  This will be an interactive session, so bring your Alio Human Resources enhancement ideas that will improve Alio in the coming years.

Tracking General Employee Information | 9:10am – 10:10am
Let’s start from the very beginning…. This session will explore the Alio forms used to enter the general information for an employee; including:  demographics, dates, locations, emergency information, events, seniority, and employee experience.  Attend this session and find the answer to “Where can I store basic HR information in Alio?” 

Tracking Salaries and Benefits | 10:30am – 11:30am 
An important part of Human Resources is ensuring the employee contracts, employee salaries, and employee benefits are set up properly.  This session will look at entering the salary and benefits information for employees from an HR perspective, including salaries, absences, dependents, and deductions / benefits.

Tracking Certificates, Education, and Professional Development | 12:45pm – 1:45pm 
Tracking certifications and education are very important to an organization.  Alio gives you various options to record this information.  This session will include tracking certifications, education, professional development, and evaluations.

Alio Human Resources Did You Know … | 2:00pm – 3:00pm
Join us for a review of various features in Alio that will make you more efficient in your day-to-day activities.  We will touch on some tips and tricks that you can take back to your district.


 

Alio Payroll 

Use Alio to Meet Federal Requirements 2019/2020 | 8:00am – 9:00am 
Find out what federal reports are available at your fingertips. Use Alio to accurately collect and report Federal requirements. We will present the following reports: IRS-941, BLS-790, E-6 Annual Survey of Public Employment and Payroll for School Systems, New Hire, Unemployment, Quarterly Multiple Worksite, Federal Civil Rights, and Equal Employment Opportunity District – EE05.

Payroll Encumbrance | 9:10am – 10:10am
Join us for a review of the new and improved way to encumber your payroll.  Check out the brand new report and inquiry fields.  Learn how to take advantage of this new process.

Interactive Alio Payroll Journey | 10:30am – 11:30am 
Seeking your input!  We will take a look at some new features coming in the next year.  This will be an interactive session, so bring your Alio Payroll enhancement ideas that will improve Alio in the coming years.

Alio Payroll Did You Know … | 12:45pm – 1:45pm 
Join us for a review of various features in Alio that will make you more efficient in your day-to-day activities.  We will touch on some tips and tricks that you can take back to your district.

Jobs and Pays Setup for the New Year | 2:00pm – 3:00pm
Learn the easy way to Roll (Copy) Jobs and Pays. Use Alio Jobs and Pays Utility to efficiently change employee pay and position records en masse for the new fiscal year and throughout the year.


 

Alio Miscellaneous

Applicant Portal Did You Know… | 8:00am – 9:00am 
Tired of combing through snail mail looking at resumes? Join us to learn how Applicant Portal can make the hiring process more efficient and how the Applicant Portal Interface can save time and avoid duplicate entry.

Navigation Basics in Alio | 9:10am – 10:10am 
If you are looking for a refresher on navigation in Alio, or you are a new user, bring your laptop to this session and follow along to learn some tips and tricks that will improve your ability to maneuver in Alio.

System Administration Overview | 10:30am – 11:30am 
Are you the Alio System Administrator for your organization?  Join this session to learn some useful administration features; including:  account security, user and role functionality, and helpful tools and reports.

Technology Strategies in Education | 12:45pm – 1:45pm
Hear key strategic goals that provide “wins” to Business Managers and other District leadership.  These goals can help save on the cost of IT, keep pace with the ever-evolving aspects of security and risk, and remain competitive in the education landscape.

Topics for this session will include:

  • Cybersecurity and Its Place in Education
  • Minimizing the IT Footprint by Leveraging Hosting and Other Cloud Services

Accounts Receivable Credit Tracking | 2:00pm – 3:00pm
New this year!  Accounts Receivable can now track credits for each customer.  Each of you have experienced receiving more money than the invoice.  Come see how these overpayment credits are created and stored in Alio to be applied to a future invoice.


Alio Intelligence

Scheduling Reports in Alio Intelligence | 8:00am – 9:00am 
Do you want to run a report automatically and send a report via email to colleagues on a set schedule?  In this session, we will cover report scheduling in all of its forms using various Alio Intelligence tools.  You will learn how to schedule reports for yourself and others, and the many available options.

Note: Be sure to print the Building Simple FAS Reports document which is available on the conference web-site and bring to this session.

Alio Intelligence Advanced Session 2 | 9:10am – 10:10am 
The Web Intelligence session covers techniques that will help you to successfully build more advanced reports.  Concepts to be covered include:  merging dimensions, inner vs. outer joins, and variables and formulas (object types and conversion, basic functions, if-then-else and sum-where).  Many of these concepts can be used to tackle complex needs within your reports.

Dashboard Design Overview | 10:30am – 11:30am 
Attend this session to learn what it takes to create dashboards for your organization.  We cover the tools available to you in Alio Intelligence and discuss the concepts of building visualized data.

Building Simple HRS Style Reports | 12:45pm – 1:45pm 
Watch as we build a style of position control, payroll, and leave reports live using the Alio Intelligence report design tool.  Note:  Be sure to print the Building Simple HRS Reports document that is available on the Alio Summit website and bring it to this session.

Open Lab | 2:00pm – 3:00pm
We encourage you to use your laptop to access the hands-on Alio Intelligence demo environment to practice what you have learned at the summit.  Use this session to work with the Alio Intelligence experts in applying your knowledge.


Alio Q & A | 8:00am – 3:00pm

You have questions, we have answers in the Alio Q & A Room.  Spend one-on-one time with a support representative or a trainer.  Sign-up at the registration desk Monday or in the Alio Q&A Room during the summit.


Roundtables | 3:20pm – 4:20pm

This session provides an opportunity to network with other Alio users and share your ideas across all the Alio products.  You can ask other users specific questions on areas of the product that they work on.  Experienced users share how they use the system or how they handle policy and procedures at their district with the assistance of the Alio product.   And Alio experts are also present at each table to provide assistance with the discussion.  No signup needed, just come and share your thoughts and ideas.

 

 

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