Tuesday, October 9th                               Download Presentations Here

Alio Finance

Turn Your Expenditures into Revenue | 9:45am – 10:45am 
Come see how the Virtual MasterCard (VMC) process can create revenue for your organization. We have partnered with Card Payment Services (CPS) to turn accounts payable spending into a revenue generator. Learn how Alio interfaces with the CPS Payment Portal.  Best of all there is NO COST to install or support the VMC process.

FAS Highlights and Roadmap | 10:55am – 11:55am 
Join us for the Alio Finance Highlights and Roadmap. Take a look back at the highlights accomplished in the previous year and look forward to new features coming in the next year.

Alio Finance Did You Know… | 1:10pm – 2:10pm 
Did you know? Join us for a review of various features in Alio that will make you more efficient in your day-to-day activities.

Reports Made Easy | 2:20pm – 3:20pm 
Learn how the Mass Run Reports in Alio Finance has the ability to create a group of reports that run with the push of a button. See the efficiency of running reports without having to enter the parameter values each time.

Electronic Approvals | 3:45pm – 4:45pm
Go paperless! Come see how approval chains can be utilized to automate approvals for your organization. Approval requests can now be e-mailed to the approvers!

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Alio Human Resource

Using Position Control for Employee Planning and Budgeting | 9:45am – 10:45am 
Salaries make up a large part of a budget. This session will review the building blocks to guarantee the best use of Position Control. See how to accurately project salaries and benefits for the budget and track the number of employees in each position.

Benefits of Salary Administration | 10:55am – 11:55am 
This session provides an overview of Salary Administration and Position Control working together. The benefits of utilizing salary schedules to save time in automating salary changes and advancements will be explored.

Human Resource Did You Know … | 1:10pm – 2:10pm 
Did you know? Join us for a review of various features in Alio that will make you more efficient in your day-to-day human resource activities.

Human Resource and Payroll Highlights | 2:20pm – 3:20pm 
Haven’t read Release Notes? Come review the newest Alio Human Resource and Payroll features.

Everything You Should Know about the Employee Taxes/Deductions/Benefits Form | 3:45pm – 4:45pm
Learn time saving benefits on how to process deductions or benefits for a specific job and how to designate an account override. Maintain and secure which users are able to view and modify employee taxes and deduction/benefit information.


 

Alio Payroll

Efficient Payroll Processing | 9:45am – 10:45am 
It’s as easy as 1 – 2 – 3 to process a complete payroll! Learn about Automated Payroll Processing including security related features that are otherwise not available.

Human Resource and Payroll Highlights | 10:55am – 11:55am 
Haven’t read Release Notes? Come review the newest Alio Human Resource and Payroll features.

Garnishment Processing | 1:10pm – 2:10pm 
Are you challenged by garnishments? See the process in Alio payroll for court ordered wage garnishments. Learn how to create an Electronic Child Support payment file for remittance through the Automated Clearing House (ACH) network.

The Importance of Verifying Payroll Amounts | 2:20pm – 3:20pm
Why is proving out a payroll important? How often should you prove a payroll? How do you verify the pay calc amounts, verify Federal & State Taxable wages, Social Security and Medicare Taxable wages? Join this session to learn about the helpful verification.

Payroll Did You Know … | 3:45pm – 4:45pm
Did you know? Join us for a review of various features in Alio that will make you more efficient in your day-to-day payroll activities.


 

Alio Miscellaneous

Benefits of Managed Cloud Computing | 9:45am – 10:45am 
This session will provide insights to key benefits of Cloud Computing. Learn how to leverage the benefits associated with economies of scale: compute, storage, backup and recovery and most importantly expertise. See how to achieve performance benefits while reducing costs through the application of a Cloud strategy.

Benefits of the New Time Clock System – AlioTime | 10:55am – 11:55am 
It’s AlioTime! 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.

Go Paperless with Alio Archive | 1:10pm – 2:10pm 
Take a look at Alio Archive! Eliminate the need for paper at its source while decreasing processing time and more. We will demonstrate the browser-based enterprise content management solution which increase efficiencies across all departments through secure access to content from any device.

Cybersecurity Awareness | 2:20pm – 3:20pm 
Security starts with knowledge. The “human firewall” is the weakest link in an organization’s security posture. How good are you at identifying phishing emails? Do you know what phishing is? Protect your information assets, meet regulatory compliances and still allowing work force mobility.

Introduction to Vendor Portal | 3:45pm – 4:45pm
What is Vendor Portal? This product allows vendors to view their invoices and purchase orders as well as submit requests to update address and contact information.


 

Alio Intelligence

Alio Intelligence Overview | 9:45am – 10:45am 
Are you using Alio Intelligence? If not, you should attend this session to see what you are missing. If so, you’d enjoy this refresher session. Come learn the basics of navigating within Alio Intelligence, accessing reports, and making simple modifications.

Building Simple HR Reports | 10:55am – 11:55am 
Follow along as we build a version of a position control, payroll, and leave reports using Alio Intelligence’s report design tool.

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

Alio Intelligence Tools Session 1 | 1:10pm – 2:10pm
Come learn about some advanced techniques used for designing reports. Many of these concepts can be used to tackle complex needs within your reports.
• user controls
• sub-queries
• ranking and charts
• grouping (sections & breaks)
• drilling with document links

Universe Design | 2:20pm – 3:20pm 
The Alio Intelligence Universes may seem simple, but the hidden complex structure can make understanding the correct field to use a challenge. Join us as we take a high-level look at how information is transported from Alio to a report, and see a visual representation of how the data is connected. Learn how to view tables, fields, and the links they share, or how to recognize data that is not connected. Walk away with greater knowledge on how your Alio Intelligence Universes work, and how to choose the right data for your report.

Open Lab | 3:45pm – 4:45pm
Bring your laptop! We encourage you to access your district database or use the demo environment provided for this hands-on Alio Intelligence session. Use this session to work with the Alio Intelligence experts in applying your knowledge and assist you with completing reports you’re creating.


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 10th

Alio Finance

Addressing Common Purchase Order Changes | 8:00am – 9:00am 
Need to change the account on a PO? Need to increase / decrease the amount of the PO? Need to re-print a PO? Join us as we resolve these and other common purchase order changes.

Encumbrance Management | 9:10am – 10:10am 
See what reports are available in Alio and Alio Intelligence to help manage encumbrance amounts.

Alio Finance Did You Know … | 10:30am – 11:30am 
Did you know? Join us for a review of various features in Alio that will make you more efficient in your day-to-day activities.

FAS Tools and Utilities | 12:45pm – 1:45pm
Why wait for a Counter Key? Come see the various tools and utilities available for modifying posted transactions.

Using Inquiry Programs | 2:00pm – 3:00pm
Join us for a review of the numerous inquiry forms in the Financial suite. See the many drill down capabilities available for viewing transactions in greater detail.


 

Alio Human Resource

HRS Insurance Processing Setup | 8:00am – 9:00am 
Join this session to find out how the HRS Insurance Processing allows for more in-depth employee benefits record keeping. This first session reviews the necessary setup and how to track insurance plan coverage for former employees who have insurance through the district.

See the Benefits of HRS Insurance Processing | 9:10am – 10:10am
Save time with HRS Insurance Processing! During this second session, learn how your organization can easily collect contributions and expense employer related costs for retiree benefits.

Leave Processing | 10:30am – 11:30am 
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.

Human Resource and Payroll Roadmap | 12:45pm – 1:45pm 
Coming attractions! Join us for the Alio Human Resource and Payroll Roadmap. The Roadmap session is a comprehensive plan and direction for the Alio Human Resource and Payroll product.

Human Resource Did You Know … | 2:00pm – 3:00pm
Did you know? Join us for a review of various features in Alio that will make you more efficient in your day-to-day human resource activities.


 

Alio Payroll 

Use Alio to Meet Federal Requirements | 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.

Benefits of Payroll Tracking | 9:10am – 10:10am
Have you ever overpaid employees? Find out how Payroll Tracking can prevent mistakes of overpaying or underpaying employees by setting thresholds. Quickly find differences between payroll pay, deduction and benefit amounts.

Human Resource and Payroll Roadmap | 10:30am – 11:30am 
Coming attractions! Join us for the Alio Human Resource and Payroll Roadmap. The Roadmap session is a comprehensive plan and direction for the Alio Human Resource and Payroll product.

Payroll Did You Know … | 12:45pm – 1:45pm 
Did you know? Join us for a review of various features in Alio that will make you more efficient in your day-to-day payroll activities.

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

Benefits of Applicant Portal | 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 the Applicant Portal Interface can save time and avoid duplicate entry.

Using Imports to Quickly Update Alio Data | 9:10am – 10:10am 
See how spreadsheets are used to import personnel, payroll, and finance data to speed up and improve business practices.

Introduction to Campus Accounting | 10:30am – 11:30am 
Collect student fees with Campus Accounting! Join us for an inside look at our Campus Accounting application. Campus Accounting is a web-based Student Fee Assessment, Tracking, and Payment application that interfaces with Alio and your Student Information System (SIS).

Campus Accounting Integration | 12:45pm – 1:45pm
Explore the connections between Campus Accounting and Alio Finance. See how Campus Accounting can build budget data for Alio Budget Preparation System (BPS), reconcile the bank account for your student fees, and create deposit transactions from non-student and student fees in the Alio general ledger.

Serving Employees Through ESP | 2:00pm – 3:00pm
Join us to learn how the 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

Building Simple FAS Reports | 8:00am – 9:00am 
Follow along as we build a version of requisition approvals, multi-year budgets, and accounts payable aging reports using Alio Intelligence’s report design tool.

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 Tools Session 2 | 9:10am – 10:10am 
Come learn about some advanced techniques used for designing reports. Many of these concepts can be used to tackle complex needs within your reports.
• merging dimensions
• inner vs. outer joins
• variables & formulas (object types and conversion, basic functions, if-then-else, and sum-where)

Dashboard Design Overview | 10:30am – 11:30am 
If you are looking to learn what it takes to start creating dashboards for your district, you will want to attend this session. See the tools Alio Intelligence provides and discuss the concepts of building visualized data.

Open Lab | 12:45pm – 1:45pm 
Bring your laptop! We encourage you to access your district database or use the demo environment provided for this hands-on Alio Intelligence session. Use this session to work with the Alio Intelligence experts in applying your knowledge and assist you with completing reports you’re creating.

Open Lab | 2:00pm – 3:00pm
Bring your laptop! We encourage you to access your district database or use the demo environment provided for this hands-on Alio Intelligence session. Use this session to work with the Alio Intelligence experts in applying your knowledge and assist you with completing reports you’re creating.


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 conference.


Roundtables | 3:15pm – 4:15pm

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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