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Date & Time:

Friday, December 18th, 2020

9:00 AM to 11:30 AM

Location:

Webinar

Type of Session:

Redesign Wave Kick-off
Attendees:District Fiscal Office Personnel

Agenda:

Welcome/Registration

Migration Process Overview

  • Wave placement
  • Go Live Dates
  • Dual Processing
  • Test Imports
    • Errors/Corrections
    • Balancing
    • Test files (ACH, HSA, etc)
  • Live Imports
  • Wave Certification Questionnaire

Redesign Communications

  • Touchbase webinars
    • Monthly for ALL
  • Releases/Hotfixes
  • Roundtables
  • Work sessions
  • SSDT Newsletter

Training Offerings to Expect

  • Initial Overview
  • Seasonal 
  • CYE and FYE Meetings

Misc Information

  • NWOCA Fiscal Services Public Wiki - Redesign
    • Checklists
    • Training page
  • NWOCA File Transfer
    • W2 & 1099 XML files for printing
  • Contact Information
  • SSDT Manuals

Basic USXS-R Navigation and Layout

  • Menu Layout
  • Grids
  • Icons


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