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

In this session, participants will explore the critical components of Journal Imports, focusing on custom creation of templates and importing General Journal Entries. The session will cover how create a custom template, key components for your template, and importing the journals.

Objectives

• Understand key components for creating your customer template to import.
• Efficiently create multiple journals through the import process.
• Gain practical knowledge of journal imports for GNI and BUA journals.

Prerequisite

Participants should have a basic understanding of Enterprise ERP Journals and how they interact with the General Ledger.

Additional Session Info

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

1 Credit

In this session, participants are presented with an example of walking through the setup of Blended Rated Overtime and Overtime Tables. The session will focus on what steps should be taken when setting up and testing your own Blended Rated Overtime structure.

Objectives

• Understand the functionality behind Overtime Tables
• Learn how to create Blended Rated Overtime pay codes.
• Gain practical skills in configuring your own Overtime Tables and Blended Rated Overtime pay code

Prerequisite

Participants should have an intermediate understanding of Payroll processes to fully benefit from the session.

Additional Session Info

Presenter: Brian Kelley
Moderator: Michaela Gerretz
Program Level: Intermediate
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

In this session, we will discuss the capabilities of Advanced Search. You will be provided with a broad overview of advanced searching. This course will cover the basics of creating advanced searches and search templates, managing them as well as how to create reports from the search results. Participants

Objectives

• Create a new advanced search
• Create a new advanced search template
• Explain key fields to create an advanced search
• Edit saved searches
• Understand “My Saved Searches” vs. “All Saved Searches”

Prerequisite

Participants should have a basic understanding of General Navigation and GIS Navigation/Map App.

Additional Session Info

Presenter: Bruce Karker
Moderator: Donna Kidd
Program Level: Basic
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

In this session, participants will receive a full demonstration of the Best Practices for RBAC Security Role development. Tailoring RBAC to Position Control and how to use the RBAC roles for creation and streamlined maintenance of Workflow Business Rules.

Objectives

• Understand the core principles of RBAC security as it relates to Position Control
• Learn how building a Position based functional Role
• Gain practical knowledge on how to configure workflow business rules to improve the process and streamline maintenance

Prerequisite

Participants should have a basic understanding of Position Control, RBAC and Workflow to fully benefit from the session.

Additional Session Info

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

1 Credit

This session will be an overview of the purchasing card processing in Enterprise ERP focusing on how to enter card information, import statements, permissions, settings, and workflow related to Purchase Cards. Participants will learn the overall process from entering the card information to creating an invoice that will track the purchase information per card transaction in Enterprise ERP.

Objectives

• Gain an understanding of the Purchase Card processing for Enterprise ERP.
• Learn best practices for Purchase Card settings and workflows.
• Be able to capture transactions within Enterprise ERP for Purchase Card Transactions."

Prerequisite

Participants should have a basic understanding of Journals and Invoice Entry and how they interact with the General Ledger to fully engage with the content.

Additional Session Info

Presenter: Hannah Church
Moderator: Braeden McCrillis
Program Level: Basic
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

This comprehensive beginner-level session provides an overview of Salary and Benefit Projections that will jumpstart your organization's budget forecasting capabilities - perfect for those beginning from scratch. Think of projections as your financial crystal ball that lets you test "what if" scenarios without touching your live payroll data. Instead of manually calculating salary increases or guessing at budget impacts, projections handle everything systematically, allowing you to model different scenarios and see exactly how changes will affect your budget before you commit. Through hands-on demonstrations, participants will learn to create basic projections, apply salary changes, and generate reports for budget planning. This is powerful functionality, and it's perfectly okay not to master everything in one hour - we'll provide plenty of support and follow-up resources.

Objectives

• Understand the core functionality of Salary and Benefit Projections and how they enhance budget planning.
• Learn the differences between Live data and projection data, plus when to use each approach.
• Master basic projection setup including employee selection, date ranges, and source data options.
• Gain practical skills in applying salary changes, creating reports, and understanding the path to budget implementation."

Prerequisite

Participants should have a basic understanding of benefits administration and employee enrollment processes to fully benefit from the session

Additional Session Info

Presenter: Michaela Gerretz
Moderator: Brian Kelley and John Gillis
Program Level: Basic
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

In this session, we will discuss the capabilities of System Wide Reports. You will be provided with a broad overview of how to access these reports and build the criteria to run them. This course will cover the basics of the location of these reports as well as how to create reports from the search results. Participants will become familiar with what reports are available as well as how to export them from the system.

Objectives

• Create system wide reports
• Create reports and export them from the system
• Explain required fields for system wide reports
• Generate, Export and Print Reports"

Prerequisite

Participants should have a basic understanding of General Navigation and GIS Navigation/Map App.

Additional Session Info

Presenter: Bruce Karker
Moderator: Donna Kidd
Program Level: Basic
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

In this session, participants will explore basic security features for end user success using SSRS & CUBES for reporting. We will specifically focus on the fundamental uses and differences between the two programs via a demonstration to create some HRM reports. Using those reports attendees will learn tips and techniques taking the reports from basic to functional.

Objectives

• Understand key security items from within the ERP/SSRS & CUBES for end users.
• Learn how to build quick robust reports using SSRS and CUBES.
• Gain practical techniques to enhance reports.

Prerequisite

Participants should have a basic understanding of the program data within the ERP Environment.

Additional Session Info

Presenter: Melissa Herrera
Moderator: Rhett Brighton
Program Level: Basic
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

This introductory course provides participants with a comprehensive overview of the core functionalities within Centrals programs. Attendees will develop proficiency in navigating the user interface, customizing settings, conducting targeted searches, and viewing or exporting data. The course is designed to enhance both confidence and competence in effectively utilizing various Centrals applications. Additionally, the curriculum includes an examination of the standard financial reports available within the Enterprise ERP system.

Objectives

• Demonstrate proficiency in navigating the interface of Centrals programs.
• Customize program settings to optimize user experience and workflow.
• Perform targeted searches and efficiently locate specific data within the system.
• Analyze and export standard financial reports available in the Enterprise ERP system.

Prerequisite

Participants are expected to possess a working knowledge of the Financial modules within the Enterprise ERP system, including familiarity with key financial processes and terminology to fully engage with the course material.

Additional Session Info

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

1 Credit

This session will be an overview of what would be required to change your Pay Frequency. Maybe your organization has had conversations about moving from paying employees on a weekly basis to a bi-weekly basis. No matter the pay frequency, this session will review the areas that would need to be adjusted to support this type of transition.

Objectives

• Develop an understand of the components that would need to be adjusted in changing pay frequencies.
• Learn the order in which these adjustments would need to take place to be efficient and effective.

Prerequisite

Participants should have an intermediate understanding of Payroll / Human Resources to fully engage with the content.

Additional Session Info

Presenter: Brian Kelley
Moderator: Michaela Gerretz
Program Level: Intermediate
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

In this session, participants will learn how to create General Billing Invoices. The session will focus on Invoice Entry and Proof, Recurring Invoices, and Print Invoices. We will also look at interactions between AR Codes and Charge Codes.

Objectives

• Understand how General Billing Invoices are created.
• Learn how to efficiently use different programs to create General Billing Invoices.
• Learn tips and tricks within the General Billing module.

Prerequisite

Participants should have a basic understanding of Charge Codes and AR Customers.

Additional Session Info

Presenter: George Maloney
Moderator: Phil Soule
Program Level: Basic
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

This session will cover the new TCM Web Applications including how to set up the web applications so that they are visible on the Tyler menu and how they function. We will be looking specifically at the Content Manager New Viewer when attaching documents, the Document Search Web Application to search documents that have been attached in TCM, as well as Content Capture another great new way to get batches of documents into TCM.

Objectives

• Understand how to set up the Web applications so that they are visible for End Users
• Review of the necessary security groups for the TCM Web Applications
• Walk through of the Content Manager New Viewer and its functionalities
• Walk through Document Search and how to retrieve documents once saved in TCM
• Walk through Content capture and its functionalities/uses
• Understanding of the TCM Web Applications

Prerequisite

Participants should have a basic understanding of TCM and have TCM installed to fully benefit from this session.

Additional Session Info

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

1 Credit

This course guides organizations through the process of evaluating and managing data within the Enterprise ERP system and its support modules. Participants will learn how to develop a comprehensive data retention policy that balances fiscal, regulatory, and operational needs with the realities of data storage and system performance. Key topics include identifying types of data, setting appropriate retention and purging timelines, understanding audit and compliance requirements, and implementing practical strategies for archiving. The session emphasizes the importance of tailoring policies by function and data type while ensuring ongoing access to essential information and minimizing unnecessary storage costs.

Objectives

• Identify and categorize data within the Enterprise ERP system based on business function, compliance requirements, and operational value.
• Develop and implement a data retention policy that aligns with fiscal, regulatory, and audit needs while optimizing storage efficiency.
• Establish best practices for archiving and purging data to ensure system performance, data integrity, and accessibility.
• Apply practical strategies for managing sensitive and historical data across departments, using real-world examples and recommendations.

Prerequisite

Participants should have a basic understanding of the Enterprise ERP system and their organization's data management processes.

Additional Session Info

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

1 Credit

This intermediate-level session will help you get your organization's 834 practice up and running - great for teams who are just getting started. Think of the 834 as your automated messenger between your HR system and insurance companies. Instead of manually calling or emailing benefit changes, the 834 handles everything electronically, saving you time and eliminating errors. Through a demonstration, participants will learn to configure and manage standard export files for employee enrollment data, covering from initial setup to advanced customization features. This is complex material, and it's perfectly okay not to understand everything the first time - we'll provide plenty of support and follow-up resources.

Objectives

• Understand the core functionality of 834 files and how they streamline benefits administration.
• Learn the differences between Generate Changes and Generate All options, plus file standards compliance.
• Master prerequisite configurations including employee deductions, enrollment settings, and crosswalk codes.
• Gain practical skills in screen configuration, processing workflows, and troubleshooting 834 file generation.

Prerequisite

Participants should have a basic understanding of benefits administration and employee enrollment processes to fully benefit from the session.

Additional Session Info

Presenter: Michaela Gerretz
Moderator: Brian Kelley
Program Level: Intermediate
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

In this session, participants will review the admin dashboard, user preferences, applying payments, receipting, research, reporting and the settlement process. Throughout the demonstration, attendees will take a deep dive into understanding what settings will make cashiers more efficient.

Objectives

• Develop an understanding of each type of transaction.
• Learn how to configure Tyler Cashiering properly to make users more efficient.

Prerequisite

Participants should have a basic understanding of applying payments in Tyler Cashiering.

Additional Session Info

Presenter: Phil Soule
Moderator: George Maloney
Program Level: Basic
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

This session will provide an overview of the CM Purge Process outlining how to build purge schedules and run the jobs associated with document destruction. We’ll also highlight how to restore deleted documents back into the database.

Objectives

• Review how to setup purge schedules
• Running the Identify Eligible Documents job and how to review the generated report
• Running the Purge Documents Job
• Review how to restore documents that were deleted

Prerequisite

None

Additional Session Info

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

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.