PACE Community Training

Welcome to PACE Community Training!

We are so happy you've chosen to join us today; we'll briefly go over each track and their respective presenters, as well as some general housekeeping.

1 Credit

These sessions will cover both components of the budget creation process, providing a comprehensive overview of how budgets are developed within the system.

We will review budget creation on the Financial side, including account-level planning and allocation, as well as the Salary and Benefits side, which focuses on personnel-related budgeting.

By addressing both areas, these sessions will present a complete, end-to-end view of the budget development process; this approach will help illustrate how the two components interact and ensure alignment between financial planning and staffing costs.

The goal is to provide a clear understanding of the full budget creation cycle, enabling the client to effectively manage and build budgets using a holistic, system-based approach.

Objectives

• Develop a comprehensive understanding of the full budget creation process, including both Financial and Salary & Benefits components, to support accurate and complete budget development.
• Learn how to effectively build and manage budgets within the system by applying account-level planning, allocation methods, and personnel cost consideration.
• Understand the relationship between financial planning and staffing costs, ensuring alignment between the two components to create a cohesive and balanced budget.

Prerequisite

Participants should have a basic understanding of budgeting concepts and familiarity with the system’s Financial and Salary & Benefits modules, including experience with account structures and personnel data, to fully engage with the budget creation process.

Additional Session Info

Presenters: John Gillis (FIN) and Addison Hernandez (HRM)
Moderators: Kelly Heilman (FIN) and Kelly Hergert (HRM)
Program Level: Intermediate
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

Register HERE

1 Credit

This session I will begin with a tour of Tyler HUB and progress into advanced customizations creating shortcuts to access information in EPL as well as cards and pages to manage information; to include connection builder, bundles and datasets.

Objectives

• How to create connections for cards.
• Learn how to utilize the Bundles to associate cards/ pages.
• Understand the benefits offered when creating shortcuts and links to manage and view information to run reports/ queries.

Prerequisite

Participants should have intermediate level familiarity of Tyler HUB in EP&L to fully benefit from the session.

Additional Session Info

Presenter: Dawn Gilbert
Moderator: Ella Pichette
Program Level: Basic
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

Register HERE

1 Credit

This session will explore advanced Hub card building techniques, equipping participants with the knowledge needed to design, customize, and manage Hub cards that surface meaningful EERP data.

Attendees will learn how to build cards using available datasets, configure card types, drill down into underlying data, and connect cards to create interactive visualizations.

The session will also cover refining and filtering card data and organizing Hub pages to support reporting, analysis, and daily navigation.

Objectives

• After completion of this course, Participants will have gained practical card building strategies that help transform system data into clear, interactive Hub content.

Prerequisite

A basic understanding of HUB.

Additional Session Info

Presenter: Melissa Herrera
Moderator: Matt Munster
Program Level: Intermediate
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

Register HERE

1 Credit

These sessions will cover both components of the budget creation process, providing a comprehensive overview of how budgets are developed within the system.

We will review budget creation on the Financial side, including account-level planning and allocation, as well as the Salary and Benefits side, which focuses on personnel-related budgeting.

By addressing both areas, these sessions will present a complete, end-to-end view of the budget development process; this approach will help illustrate how the two components interact and ensure alignment between financial planning and staffing costs.

The goal is to provide a clear understanding of the full budget creation cycle, enabling the client to effectively manage and build budgets using a holistic, system-based approach.

Objectives

• Develop a comprehensive understanding of the full budget creation process, including both Financial and Salary & Benefits components, to support accurate and complete budget development.
• Learn how to effectively build and manage budgets within the system by applying account-level planning, allocation methods, and personnel cost consideration.
• Understand the relationship between financial planning and staffing costs, ensuring alignment between the two components to create a cohesive and balanced budget.

Prerequisite

Participants should have a basic understanding of budgeting concepts and familiarity with the system’s Financial and Salary & Benefits modules, including experience with account structures and personnel data, to fully engage with the budget creation process.

Additional Session Info

Presenters: John Gillis (FIN) and Addison Hernandez (HRM)
Moderators: Kelly Heilman (FIN) and Kelly Hergert (HRM)
Program Level: Intermediate
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

Register HERE

1 Credit

This session I will review scheduling an inspection through the workflow from the Code case. I will also review editing the inspection record and how the inspectors can manage/ complete their inspections from the Inspection Manager Dashboard as well as in the field from the Enforcement Mobile Application. I will conclude by showing how all information syncs over into the back office (Inspection/ parent record).

Objectives

• Review scheduling an inspection through the workflow from the Code case (back office).
• Review editing the inspection record and how the inspectors can manage/ complete their inspections from the Inspection Manager Dashboard.
• Review functionality in Enforcement Mobile and how inspectors can manage/ complete inspections in the field.
• Review how the information from Enforcement Mobile syncs over and updates records in the back office.

Prerequisite

Participants should have basic level familiarity of Code Management/ Enforcement Mobile in EP&L to fully benefit from the session.

Additional Session Info

Presenters: Dawn Gilbert
Moderators: Ella Pichette
Program Level: Basic
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

Register HERE

1 Credit

Interested in building custom reports in Enterprise ERP, but unsure where to start? Join this introductory session to learn how Enterprise ERP Cubes use application-specific data to support reporting across key product areas through Excel PivotTables.

Participants will be guided through Cubes fundamentals and a hands-on, step-by-step lab to learn the basics of cube reporting; while the lab will use Financials cubes, the skills and processes covered can be applied across other product areas.

Objectives

• Understand the fundamentals of Enterprise ERP Cubes and how they support reporting across product areas.
• Use Excel PivotTables to explore and analyze Cube based data.
• Build basic custom reports through a guided, hands on lab using Financials cubes.
• Apply core cube reporting skills to additional product areas within Enterprise ERP.

Prerequisite

• Basic familiarity with Enterprise ERP navigation (e.g., knowing how to log in, locate modules, and access financial or operational data areas).
• Working knowledge of Microsoft Excel, especially PivotTables, filters, and basic spreadsheet use.
• General understanding of their business processes or data (financials, operations, etc.) to help interpret cube outputs.
• Access to Enterprise ERP and the required Financials cubes for participation in the hands on lab.

Additional Session Info

Presenters: Matt Munster
Moderators: Melissa Herrera
Program Level: Beginner
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

Register HERE

1 Credit

A deep dive into Inventory Integration to understand its functionalities, processes, and troubleshooting methods.

Objectives

• Gain understanding of Inventory processing and its integration with Purchasing and the General Ledger.
• Review Pick Ticket processing.
• Review inventory reporting options.

Prerequisite

Participants should have prior knowledge of Inventory processes to fully benefit from the session.

Additional Session Info

Presenters: Chris Ware
Moderators: John Gillis
Program Level: Intermediate
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

Register HERE

1 Credit

In this session, we will explore how Tyler Content Manager (TCM) Onboarding integrates with Personnel Actions to streamline the onboarding process. The focus will be on how applicants or future employees can receive onboarding documents through an email link, complete the required forms, and have those documents returned directly to Personnel Action for review and processing. The session will also include a step-by-step breakdown of how to upload documents to the system, configure them for onboarding, and create fillable fields to ensure a smooth, efficient electronic submission process.

Objectives

• Upload documents for our Onboarding Packet to Tyler Content Manager (TCM).
• How to make fillable fields.
• How to send it to a future employee through an email link.

Prerequisite

Participants should have a basic understanding of Tyler Content Manager (TCM) and Personnel Action processes to fully benefit from the session.

Additional Session Info

Presenters: Kelly Hergert
Moderators: Addison Hernandez
Program Level: Basic
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

Register HERE

1 Credit

Get to know the benefits of leveraging eReviews for intake and department reviews in the EP&L software.

Objectives

• How to use the Review Coordinator app for application intake, Learn how to utilize the Review Coordinator App in creating or initiating a Submittal, Understand the benefits offered when the recommended eReview steps are done the right way.

Prerequisite

Participants should have beginner level familiarity on reviews in EP&L to fully benefit from the session.

Additional Session Info

Presenters: Ella Pichette
Moderators: Dawn Gilbert
Program Level: Basic
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

Register HERE

1 Credit

This session will provide an overview of what constitutes a Content Manager document type, an introduction to the standard document types, and an overview of how to use the Custom Doc Type Utility to build document types.

Objectives

• Develop a comprehensive understanding of Content Manager structure (doc categories/doc types/metadata fields).
• Identify and categorize standard document types within Content Manager.
• Interpret and utilize Custom Doc Type Survey spreadsheet.
• Recognize the key steps involved in using the Custom Doc Type Utility by watching a guided demonstration.

Prerequisite

• Participants should have prior knowledge of their onboarding process
• Must be familiar with Personnel Actions Entry in HRM
• Knowledge of how TCM works/functions is preferred
• TCM and TCM Web Applications must be installed and enabled
• Have the appropriate permissions and security groups to use CM Onboarding HRM-S3 Personnel Actions should be attended prior to attending CM Onboarding. CM Onboarding will not work without Personnel Actions in place.

Additional Session Info

Presenters: Andrew Gavitt
Moderators: Rhett Brighton
Program Level: Intermediate
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

Register HERE

1 Credit

This session will focus on the Year-End Close process, with an emphasis on identifying potential challenges and proactively addressing common hurdles. We will review key steps in the close process and discuss areas where issues are most likely to arise.

In addition, we will cover best practices for monthly reconciliations, highlighting how maintaining consistent and thorough reconciliation procedures throughout the year can help prevent complications during Year-End Close. Establishing these routines will position the client to identify and resolve discrepancies earlier in the process.

The session will also include a review of available reporting tools that can be used to research and troubleshoot discrepancies. These tools will support more efficient analysis and resolution of issues, ensuring a smoother and more accurate close process.

Objectives

• Develop a comprehensive understanding of the Year-End Close process, including key steps, common challenges, and strategies to proactively identify and address potential issues.
• Strengthen monthly reconciliation practices by implementing consistent procedures that help identify discrepancies early and reduce complications during Year-End Close.
• Leverage available reporting tools to efficiently research and resolve discrepancies, supporting a more accurate, streamlined, and timely close process.

Prerequisite

Participants should have a foundational understanding of the Financials module and general accounting processes, including experience with month-end activities, reconciliations, and basic reporting, to ensure they can effectively engage with Year-End Close concepts and tools.

Additional Session Info

Presenter: John Gillis
Moderator: Chris Ware
Program Level: Advanced
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

Register HERE

1 Credit

In this session, participants will explore the post payroll processing techniques, processes and troubleshooting methods.

Objectives

• Learn how to process and post accruals.
• Gain and understanding and use of payroll adjustments.
• Understanding time history and payroll revert.

Prerequisite

Participants should have a basic understanding of their EERP environment and general familiarity with navigating applications.

Additional Session Info

Presenter: Tanner Hyland
Moderator: Regina Horan
Program Level: Intermediate
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

Register HERE

1 Credit

In this session, the presenter will introduce the participants to EP&L’s Navigator tool (a.k.a. Decision Engine) and see how it could benefit their municipality in guiding their citizens in using the Civic Access portal.

Objectives

• Introduction to Navigator.
• Understand pre-requisites to configuring Navigator Admin.
• Explore examples of how Navigator is used by Tyler clients with their Civic Access sites.

Prerequisite

Participants should have a basic understanding of EP&L’s Civic Access portal to benefit from this session.

Additional Session Info

Presenter: Ella Pichette
Moderator: Dawn Gilbert
Program Level: Intermediate
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

Register HERE

1 Credit

In this session we will be looking at a specific add on to Tyler Content Manager product called Content Manager Onboarding or CM Onboarding.

CM Onboarding is specifically for the HR department to aid in their New Hire Onboarding process and make that process digital/streamlined.

The focus of this session is geared to system administrators. ERP-integrated onboarding workflow solution that allows you to digitally create and send packets of onboarding forms to new hires as part of a Enterprise ERP personnel action entry.

Objectives

• Gain understanding and use of CM Onboarding.
• Learn how to create forms for use with CM Onboarding.
• Understand how the new TCM Web Applications tie to CM Onboarding.

Prerequisite

• Participants should have prior knowledge of their onboarding process.
• Must be familiar with Personnel Actions Entry in HRM
• Knowledge of how TCM works/functions is preferred
• TCM and TCM Web Applications must be installed and enabled.
• Have the appropriate permissions and security groups to use CM Onboarding HRM-S3 Personnel Actions should be attended prior to attending CM Onboarding. CM Onboarding will not work without Personnel Actions in place.

Additional Session Info

Presenter: Rhett Brighton
Moderator: Andrew Gavitt
Program Level: Intermediate
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

Register HERE

Attendees can earn 1 CPE credit for each eligible session, for a total of 4 CPE credits for the entire PACE Community Training. To qualify for CPE credit, attendees must be logged in for at least 50 minutes and participate in at least three engagement activities (e.g.; real-time polling, Q&A). Credits will be awarded based on attendance and active involvement in the session. CPE certificates will be distributed within 60 days of the session completion.

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.nasbaregistry.org. One CPE = 50 minutes of instruction

For more information regarding administrative policies, such as complaints and cancellations, Please contact: Enterprise ERP PACE EERPPACE@tylertech.com

All Cancellations must be received via email at EERPPACE@tylertech.com at least two weeks before the scheduled event; only cancellations received at least two weeks before the scheduled event will be eligible for a refund.