Pennsylvania Enterprise ERP User Group Meeting

Please join us for an informative Enterprise ERP User Group Meeting! Here are some FAQs to review before you attend!

  • There is no cost to attend.
  • In the event of a canceled on-site meeting, a virtual one on the same day will be offered in its place.
  • Complimentary breakfast and lunch items will be available. Please let us know ahead of time if you have any food allergies for which we must accommodate.
  • This live event will not be recorded or be available for virtual attendance.
  • Please send any additional questions to EERPStateUserGroup@tylertech.com
  • Attendance is limited, please let us know if you are unable to attend and we will cancel your registration or use the cancelation link below.
  • Need to cancel? Click here!

Agenda

8:30 - 9:00 AM: Check-in, Coffee, & Networking

9:00-9:50 AM: Morning General Session (CPE)  

  • Moving Forward with Enterprise ERP

10:00-10:50 AM: Breakout 1 Sessions 

  • Breakout 1A: Contract Management Overview (CPE)
  • Breakout 1B: Mastering Effective Dated Pays: Best Practices (CPE)
  • Breakout 1C: Manage & Detect Threats Before They Become A Breach

11:00-11:50 AM: Breakout 2 Sessions 

  • Breakout 2A: Reimagining Requisitions: A Fresh Perspective (CPE) 
  • Breakout 2B: Payroll Tips and Tricks for Efficient Payroll Processing (CPE)
  • Breakout 2C: Time and Attendance Mobile App (CPE)

12:00-1:00 PM: Lunch and Networking

1:00-1:50 PM: Breakout 3 Sessions

  • Breakout 3A: Roles/Permissions Roundtable
  • Breakout 3B: Human Resources Roundtable
  • Breakout 3C: System Administration Roundtable 

2:00-3:00 PM: Breakout 4 Sessions

  • Breakout 4A: Unlocking the True Potential of HUB Reporting (CPE)
  • Breakout 4B: Enterprise Payments with Resident Access and Utilities Access Integration (CPE)
  • Breakout 4C: Overview of the SaaS Migration Process (CPE)

CPE Credit Information

Morning General Session

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

Contract Management Overview

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Finance

Mastering Effective Dated Pays: Best Practices

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Personnel/HR

Reimagining Requisitions: A Fresh Perspective

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Finance

Payroll Tips and Tricks for Efficient Payroll Processing

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Personnel/HR

Time and Attendance Mobile App

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Personnel/HR

Unlocking the True Potential of HUB Reporting

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

Enterprise Payments with Resident Access and Utilities Access Integration

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Finance

Overview of the SaaS Migration Process

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

NASBA CPE Disclaimer

Attendees are eligible to earn 1 CPE credit for attending each eligible Breakout Session attended, for a total of 4 possible CPE credits for the entire User Group Meeting. Please note attendance will be verified for CPE credit. Live attendance for at least 50 minutes per CPE-eligible session is required.

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

Complaint Resolution Policy

For more information regarding administrative policies, such as complaints and cancellations, Please contact: Enterprise ERP State User Group Information EERPStateUserGroup@tylertech.com

Session Descriptions:

Moving Forward with Enterprise ERP: Join us in our opening session for important updates regarding the future of Enterprise ERP and Tyler Technologies, as well as a review of various Enterprise ERP functions reflecting the modules represented in today’s breakout sessions.

Contract Management Overview: Contracts offer a more robust array of options for managing ongoing purchase agreements with vendors in comparison to standard Purchase Orders. While not a replacement to the processing handled by Purchase Orders, Contracts are a better option for organizations to use for a variety of scenarios. In this session we will explore the basic Enforcement Methods which distinguish the Contract Management module from POs and how to attend to basic maintenance and processing for Contracts.

Mastering Effective Dated Pays: Best Practices: Effective dated pays is a crucial component to ensure payroll information and calculations are accurate. We will discuss the importance of proper date maintenance, where/how to make the updates, and the impacts effective dated pays have on payroll data to ensure accurate and consistent pay for you and employees.

Manage & Detect Threats Before They Become A Breach:There's no silver bullet when it comes to Cybersecurity, but you can take steps to proactively defend your network. We will discuss real-life examples of cyberattacks, how a risk-based cybersecurity approach can enhance your site’s resiliency, the details of building a cybersecurity strategy, and actionable tips on where to start/focus your energy.

Reimagining Requisitions: A Fresh Perspective:Join us for an exciting session where we'll dive into a revamped requisition process! We'll explore and integrate various system functions to streamline our purchasing. Get ready to discover the power of HUB, Requisitions, E-Procurement, ReadyForms filters, and Requisitions conversion. Let's transform the way we handle purchases together!

Payroll Tips and Tricks for Efficient Payroll Processing: When it comes to Enterprise ERP, there is always more to learn! This session focuses on highlighting less known or underutilized functionality that drives significant value for you as a user of Enterprise ERP Payroll. Exact topics covered often change for this session, but some examples of what you can expect to hear about are Global functions within Payroll Earnings and Deductions, Proof options beyond the basic Error or Detail/Final Proofs, inquiry programs including Payroll Audit Inquiry and Global Audit Inquiry, and more.

Time and Attendance Mobile App: See the new Time & Attendance app within Workforce Mobile. We'll demonstrate employee actions such as clocking, editing, adding and approving time, requesting time off, geofencing capabilities, Supervisor Actions, and more!

Roles/Permissions Roundtable:Learn the secrets to labeling and building effective roles, get insider tips on managing them like a pro, and smoothly transition from user-focused to role-focused permissions. In addition to a tutorial on roles, this session will provide an open avenue for discussion and collaboration with a roundtable format.

Human Resources Roundtable:This session is devoted to open discussion amongst attendees regarding Payroll and Human Resources topics. While typically not ideal for troubleshooting ongoing issues, this is a great opportunity to inquire about approaches others take to various challenges with reporting needs or completing processes within Enterprise ERP. For the most fruitful discussion, come prepared with one or two topics you would like to learn more about or discuss!

System Administration Roundtable:This session is devoted to open discussion amongst attendees regarding Accounts Receivable topics. While typically not ideal for troubleshooting ongoing issues, this is a great opportunity to inquire about approaches others take to various challenges with reporting needs or completing processes within Enterprise ERP. For the most fruitful discussion, come prepared with one or two topics you would like to learn more about or discuss!

Unlocking the True Potential of HUB Reporting:In this session, we'll go over how you can utilize the reporting features in the Hub product to enhance your productivity. We'll review various methods of manipulating your data in Hub, as well as covering ways to make Hub cards and pages your own.

Enterprise Payments with Resident Access and Utilities Access Integration:This presentation will highlight the Tyler Payments interface and include a demonstration of the Shopping Cart/Checkout process used by citizens. Additionally, we will review the integration with Resident Access and Utilities Access and some of the available administrative settings.

Overview of the SaaS Migration Process:A member of the EERP SaaS Migrations team will be guest speaking to the importance and key factors of moving to a SaaS hosted environment.