Customer Training

Weidenhammer offers a variety of training. Whether you are new to Alio or are just looking for some refresher training, there is something here for you.

Below are our current Web Training sessions.

All of these are free of charge unless noted otherwise.

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Lunch and Learn: Single Sign-On Functionality/Two Factor Authentication
Wednesday, December 18, 2019
1:00 – 1:30 PM Eastern Time
Agenda:

  • Single Sign-on
    – New Links Tab on Main Menu
    – Single Sign-on Sites
  • Running AI Reports from Alio
    – New AI Reports Tab on Main Menu
    – Adding AI Reports
  • Two-Factor Authentication
    – Organization Master setup
    – Prerequisites
     Incomplete Users
     Oracle Wallet
     Access Control List
  • Two-Factor Logon

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Alio FAS: Calendar End of Year – FAS/1099
Tuesday, December 10, 2019 – Noon EST (1.5 hours) or
Monday, December 16, 2019– 2:00 p.m. EST (1.5 hours)
Agenda:

  • 1099 General Information and Forms
  • Preliminary Steps
  • Loading Vendor Information
  • Validating Information and Historical Reports
  • Merging Duplicate Vendor Records
  • 1099 Types in Vendor Master
  • Flagging or Unflagging Individual Vendor Payments for 1099 Processing
  • Edit of Vendor Records
  • Printing 1099 (1099-R, 1099-S, 1099-G) & Printer Alignment Issues
  • Creating IRS Vendor 1099 File & Required Information

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2020 W-4 Federal Tax Changes for Alio
Wednesday, December 11, 2019 – 10:30 a.m. EST (1.5 hours) or
Thursday, December 19, 2019 – 1:30 p.m. EST (1.5 hours)
Description:

As promised, the Federal government has made major changes to the new 2020 W-4 which will go into effect as of January 1, 2020. To accommodate this change, some modifications needed to be made to Alio to correctly calculate the federal taxes. Join this session as we discuss the new W-4 form, the impact it will have on Alio and the set up needed for the new federal tax requirements.
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Alio HRS: Calendar End of Year – HRS/W2s
Thursday, December 12, 20019 – 1:00 p.m. EST (2.5 hours) or
Tuesday, December 17, 2019 – Noon EST (2.5 hours)
Agenda:

  • W-2 Master File Maintenance
  • Extracting Employee Information into W-2 Work File
  • W-2 Validate and Edit
  • Utilities to Assist in Making Corrections
  • W-2 Print (4up, Self Seal)
  • Creating IRS W-2 File for Electronic Submission
  • Making 2020 Tax Table Changes
  • HRS Calendar Year 2020 Procedures – Payroll and Leave Calendar YTD Totals, Leave Accruals Posting
  • To register for a Training Session, please click on each of training session boxes you would like to attend. To complete, the registration, please make sure you also fill out the contact form.
  • Suggested topics/processes to review during future workshops
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