Monday, October 18, 2021

Morning Sessions – 8:00am to Noon

  • Purchasing and Payments 101

Join us as we explore the purchasing process from Requisition Entry to Payment processing. We will start with master file and prerequisites setup. From there we will move to entering a requisition and following it through the approval and purchase order creation.

Next we will move to the various payment programs that your organization can utilize. This includes a review of the check printing process and what to do when your checks do not print. Throughout the session we will take a look at reports to increase your efficiency and tools that are available to make modifications during each process.

  • Human Resource and Payroll Collaboration

Payroll and Human Resource departmental duties overlap. In Alio, the departments may even share the same programs. This session will explore the programs, utilities and reports available in Alio to assist you with the tasks of tracking employee information. Some of the topics we will discuss include:
• The flow of entering new employee information
• Using the On/Off Boarding tool
• Tracking benefits
• Entering employee benefit, deduction and taxes
• Tracking certification, education and experience
• Tracking employee matrix using position control and
employee jobs/pays
• Using employee categories and employee category groups

Enjoy the benefits of networking with other Alio users in the Human Resource and Payroll Departments.

  • Alio Intelligence I – Beginner

Powerful business intelligence reporting tool at your fingertips! If you are not using Alio Intelligence, you are missing out! Alio Intelligence has no additional maintenance fee; it is included with your Alio Financial Accounting System license.

Learn the basic navigation and report features of Alio Intelligence and the flexibility it provides. Learn how to use Alio Intelligence to build custom reports. Take an in-depth look at the six major steps to building and deploying custom reports.

Remember to bring your laptop to take advantage of this “hands-on” experience. You will have the ability to create reports while logged into your district database and start using those reports right away!

Note: Please ensure you have full access to your Alio Intelligence environment and Alio database. You may need to work with your Technology Department and test the remote connection prior to travel.

Afternoon Sessions – 1:00pm to 5:00pm

  • Alio Finance Reports

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 User Defined Dimensions to add additional sorting and totaling capabilities.

Haven’t used the Variable Column Report? We will show you how to use this customized multi-year Finance report writer within Alio. This report enables you to display up to 5 years of summary data for all accounts in Alio.

Need help with creating custom finance reports in Alio? We are here to help you create Report Specifications, User Defined Dimensions, and Variable Column reports!

  • Payroll Deep Dive

So you run payroll and everyone gets paid correctly, but what is going on behind the scenes? Join this session to fully understand how payroll is calculated in Alio.

Take a deep dive into how payroll amounts are calculated, including how the accounting is determined for salary expenses and benefits. Explore Pay Classes, Pay Types and Pay Class Types, which determine payment amounts. Discuss how pays coded as Regular Pay or Non Regular Pay affects your payroll.

How is a Deduction or Benefit calculated? Analyze the Deduction/Benefit Master. We will answer all your questions about how to expense your payroll to the proper accounts.

  • Alio Intelligence II – Intermediate

Continue to build your report writing skills as we walk through the available features this powerful business intelligence tool has to offer. Join us as we cover all this and more:

• Discuss best practices using the Universe to acquire the correct data for your report
• Create reports with multiple queries
• Learn about linking and user controls
• Create variables and formulas
• Get the look you want with grouping, sorting, and more
• Learn how to schedule reports

Remember to bring your laptop to take advantage of this “hands-on” experience. You will have the ability to create reports while logged into your district database and start using them right away!

Note: Please ensure you have full access to your Alio Intelligence environment and Alio database. You may need to work with your Technology Department and test the remote connection prior to travel.

Tuesday, October 19th

Alio Finance

Alio Finance Highlights | 10:55am – 11:55am 
Haven’t read the Release Notes?  Don’t worry!  In this session, we will look at the highlights from the previous year.

Alio Finance Did You Know…? | 1:10pm – 2:10pm 
Join us to review features in Alio Finance that will make you more efficient in your day-to-day activities. This session includes tips and tricks that you can share with your co-workers.

P-Card Processing | 2:20pm – 3:20pm
During this session we review the functions of Purchase Cards (P-Cards) and explore the P-Card process from start to finish.

Alio Finance Imports 101 | 3:45pm – 4:45pm 
Come learn about the Alio Finance import process and some troubleshooting techniques. Concepts learned in this session can be used in all the various import processes in Alio.

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Alio Human Resource 

Affordable Care Act Setup | 10:55am – 11:55am 
Affordable Care reporting continues to be an important topic. Join us as we walk through the requirements, prerequisites, and process required to generate your Affordable Care Act reports.

Alio HR/Payroll Interactive Roadmap | 1:10pm – 2:10pm 
Seeking your input! Join us to review future plans for Alio Human Resources and Payroll. Bring your ideas to this interactive session.

Electronic Contracts Setup and Processing in Alio – Part 1 | 2:20pm – 3:20pm
Join us for Generating Electronic Contracts – Part 1. Using this feature, employees can review and sign their contracts on-line through the Employee Service Portal. In the Part 1 session, I discuss the Alio setup requirements and the process that transfers Human Resource System data to the Employee Service Portal.

Electronic Contracts in Employee Service Portal – Part 2 | 3:45pm – 4:45pm
Join us for Generating Electronic Contracts for Employees – Part 2. This in-depth training session shows how to generate electronic contracts for your employees to review and sign on-line through Employee Service Portal. I discuss how to set up electronic contracts in the Employee Service Portal; how to generate the contract verbiage; and how to display the contracts in the Employee Service Portal. We also discuss how to send the contracts to Alio Archive.


 

Alio Payroll  

Payroll Encumbrance | 10:55am – 11:55am 
Announcing a new and improved Payroll Encumbrance process! Join us to review of the new and improved way to encumber your payroll. Check out the new reports and inquiry fields. Learn how to take advantage of this new process.

Payroll Verification and Reporting | 1:10pm – 2:10pm 
How do you verify a payroll? Is your payroll being expensed against the correct accounts and is there money left in the budget? Attend this session to learn how to verify payroll calculation amounts and to explore the verification reports available when processing your payroll.

HR/Payroll Highlights | 2:20pm – 3:20pm
Haven’t read the Release Notes? Don’t worry! In this session, we will look at the highlights from the previous year.

Alio HR/Payroll Did You Know …? | 3:45pm – 4:45pm
Join us to review features in Alio that will make you more efficient in your day-to-day activities. This session includes tips and tricks that you can share with your co-workers.


 

Alio Miscellaneous

Employee Service Portal Highlights | 10:55am – 11:55am 
Haven’t read the Release Notes? Don’t worry! In this session, we look at the highlights from the previous year.

Alio Time | 1:10pm – 2:10pm 
It’s Alio Time!  Find out how to control labor costs, manage compliance risk, and improve workforce productivity.  We also address how to avoid “Buddy Punching” with the use of biometrics and hand geometry technology.  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 Fees | 2:20pm – 3:20pm 
Need assistance with managing your School and Student fees? Come learn about our newest module, Alio Fees.

Discover the Difference | 3:45pm – 4:45pm
Alio blasts into the future!  Join us for an interactive discussion where we share details about our headliner from the general session.   The Alio Product Team will be here to answer your questions.


 

Alio Intelligence

Alio Intelligence Overview | 10:55am – 11:55am 
New to Alio Intelligence or need to refresh your basic Alio Intelligence skills? Learn the basics of navigating within Alio Intelligence, accessing reports, and making simple modifications. Not using Alio Intelligence? Attend this session to see what you are missing.

Building Alio Finance Reports | 1:10pm – 2:10pm
Watch as we build and format reports for finance data live using the Alio Intelligence report design tool. Note: Be sure to follow along with document that is available on the Alio Summit Website.

Query Panel Deep Dive | 2:20pm – 3:20pm 
Go beyond simple single query reports. Learn what you can do in the Query Panel. We will walk through pulling objects from more than one universe into the same table, nested filters, advanced prompt settings, and more.

Open Lab | 3:45pm – 4:45pm
Join us to practice what you have learned at the conference or ask questions. Use this session to work with the Alio Intelligence experts in applying your knowledge. Note: Please ensure you have full access to your Alio Intelligence environment and Alio database. You may need to work with your Technology Department and test the remote connection prior to travel.


Alio Q & A | 10:55am – 4:45pm

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


Wednesday, October 20th

Alio Finance

Accounts Receivable Did You Know…? | 8:00am – 9:00am 
Join us to review features in Accounts Receivable that you have available at your fingertips.

Alio Finance Interactive Roadmap | 9:10am – 10:10am 
Seeking your input! Join us to review future plans for Alio Finance. Bring your ideas to this interactive session.

Alio Finance Budget Entry | 10:30am – 11:30am 
Learn how to enter, maintain, and track your budget in Alio Finance. In this session we will review the Budget Entry functions and explore the Budget process from start to finish. We will discuss importing budgets, budget approval, budget transfers, and budget reports.

Alio Finance Did You Know…? | 12:45pm – 1:45pm
Join us to review features in Alio Finance that will make you more efficient in your day-to-day activities. This session includes tips and tricks that you can share with your co-workers.

System Administration | 2:00pm – 3:00pm
Are you the Alio System Administrator for your organization? Join this session to learn useful administration features, including account security, user and role functionality, and helpful tools and reports.


 

Alio Human Resource

Leave Processing | 8:00am – 9:00am 
Still using spreadsheets to track employee leaves? In this session, we review the process to enter and maintain absence information and track leave balances in Alio. Learn how to utilize leave processing to accurately accrue, pay or dock employees for leave taken.

Alio HR/Payroll Did You Know…? | 9:10am – 10:10am
Join us to review features in Alio HR/Payroll that will make you more efficient in your day-to-day activities. This session includes tips and tricks that you can share with your co-workers.

HR/Payroll Highlights | 10:30am – 11:30am 
Haven’t read the Release Notes? Don’t worry! In this session, we will look at the highlights from the previous year.

Efficiently Set Up New Employees | 12:45pm – 1:45pm 
Learn how to set up new employees efficiently in Alio. In this session we review the required fields for federal reporting, methods available to track your organizational needs, and new features and fields. Use this information to guide your organization in using Alio to improve efficiency.

Report and Inquiry Session | 2:00pm – 3:00pm
Alio reports and inquiries provide quick access to employee data. In this session, we review the inquiry programs used to search for employees by deduction code, expense account number, or location. We also review how to generate reports to display current or historic payroll information, deduction and benefit information, and health coverage.


 

Alio Payroll 

Alio HR/Payroll Interactive Roadmap | 8:00am – 9:00am 
Seeking your input! Join us to review future plans for Alio Human Resources and Payroll. Bring your ideas to this interactive session.

Importance of Employee Account Distribution and Ded/Ben Masks | 9:10am – 10:10am
Why it is important to set up Employee Account Distributions and Ded/Ben Master Account Masks? Learn how Alio uses the Employe Account Distributions and Ded/Ben Master Account Masks when payroll accounting is posted to Journal Entry in Alio Finance.

Retro Pay Processing | 10:30am – 11:30am 
Learn how to process contract salary increases approved during the year. Alio provides several options to process retroactive pay.

Roll Job and Pays | 12:45pm – 1:45pm 
Advance your employees job and pays early to prepare employee electronic contracts, payroll budgets, and payroll encumbrances. In this session we review how to copy the employee job and pay records in the current contract year to create the job and pay records in the new contract year using the Roll (Copy) Jobs and Pays by Calendar and Roll (Copy) Jobs and Pays by Employee Category programs.

Job and Pays Utilities | 2:00pm – 3:00pm
Learn how to mass update employee job, pay, and position records. In this session, we focus on the Job and Pays Utilities program, which you can use to filter and maintain or clear employee job, pay, and position field data. Additionally, you can recalculate employee full year salaries, contract salaries, period rates, daily rates, and hourly rates based on the same Full Year Salary or Daily Rate or Hourly Rate base calculation available in the Employee Contract Pays (auto) program.


 

Alio Miscellaneous

Alio Portals Did You Know…? | 8:00am – 9:00am 
Did you know Alio has a Vendor Portal, Applicant Portal, and Mobile App? Join this session to see an overview of the main features available in each of the Alio portals.

Federal Reporting Annually or on a Periodic Basis | 9:10am – 10:10am 
Alio Federal Reports cannot be covered in just one session. In Part I of Federal Reporting we explore Federal reports that occur annually or on a period basis, such as EEO, New Hire, Multiple Worksite, Federal Civil Rights Report, and Bureau of labor Statistic Report.

Federal Reporting Quarterly and the New W4 | 10:30am – 11:30am 
Now what about those quarterly reports? In Part II of Federal Reporting we walk through the 941 and Unemployment Report. In addition, we discuss the W4 tax requirements and how to track them in Alio

Benefits of using Employee Service Portal | 12:45pm – 1:45pm
Encourage employees to use Employee Service Portal to its fullest! Utilize these features to maximize your organization’s resources and reduce expenses: paycheck simulator, leave processing, expense and mileage reimbursement, pay stubs, end-of-year forms, electronic contracts, and expiring certificate reminders.

Alio Logging | 2:00pm – 3:00pm
Does your organization need to prove an audit trail of critical data changes? The Alio Logging process provides easier, faster access to data changes in Alio. With a couple of clicks, the process logs data changes on fields within select Alio forms, providing an audit trail of critical data changes and updates.


Alio Intelligence

Building Alio Human Resources Reports | 8:00am – 9:00am 
Watch as we build and format reports for employee data live using the Alio Intelligence report design tool. Note: Be sure to follow along with document that is available on the Alio Summit Website.

Intermediate Report Design Tools | 9:10am – 10:10am 
Build upon your report writing skills. Learn more about Cross Tables, Charts, Variables, Report Filters, Conditional Formatting, and more.

User Controls in Alio Intelligence | 10:30am – 11:30am 
Learn how to create and use Input Controls, Quick Filters, Document Linking and more. Use the features to enable your Alio Intelligence end users to filter and analyze data without the need to use design mode.

Interactive Dashboard Style Reports | 12:45pm – 1:45pm 
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 | 2:00pm – 3:00pm
Join us to practice what you have learned at the conference or ask questions. Use this session to work with the Alio Intelligence experts in applying your knowledge. Note: Please ensure you have full access to your Alio Intelligence environment and Alio database. You may need to work with your Technology Department and test the remote connection prior to travel.


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 an Alio Professional.  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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