alio

Events & Workshops

 

alio Calendar Year End Workshop – 2017
Documents

 

Filing Dates to Remember-2017

Furnishing Form W-2 Electronically to EEs – eDelivery Compliance

Guide to Calendar Begin Procedures for 2017  alio hrs 17.2

Guide to W2 Processing-alio 17.2.1

ACA Questions and Checklist-2017

alio fas 17.3 guide to vendor 1099 processing

ALIO END OF YEAR PROCESSING CHECKLIST 2017 – updated

DOING THE MATH – alio

Employee Service Portal Display Current W2 Information-2017 

 

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2017 Midwest alio User Conference Flyer

2017 Midwest alio User Conference Schedule

 

 

 

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alio Fiscal Year End Workshop – 2017
Documents 

2017 FY Workshop Agenda Handout

alio FAS Guide to Fiscal Year Begin 17.3

Assign-PO-by-Year

Contract Completion 2017

HRS Fiscal Year End Reports 2017

Process Lump Sum Check screen shots

Wisconsin DPI Fall and Annual Report

Wisconsin DPI Special Education Report 2017

alio HRS Guide to Fiscal Year Begin 17.3

 

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 alio Calendar Year End Workshop – 2016
Documents 

Doing the Math Calendar to Date – 2016

Mass Change Check History Utility

ACA Questions and Checklist – 2016

alio End of Year Processing Checklist – 2016

Guide to W2 Processing 16.2

Guide to Calendar Year Begin HRS 16.2

Guide to 1099 Processing 16.2

Furnishing Form W2 Electronically – 2016

Employee Service Portal Display Current W2 Information – 2016

Filing Dates to Remember – 2016

 

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alio Intelligence Training – 2016

Documents-Day 1

 New  2012Conf_alio_Intel_alioFinanceUniverse

 New  2012Conf_alio_Intel_AI_HRUniverse

alio Intelligence Tabs in BOXI 4

Alio Intelligence – Using AI WithSAP Business Objects 4 (BOXI 4)

Setting Preferences – BOXI 4_1

Documents-Day 2

Manage Groups

subquery info – examples (my notes)

Use Cross Tables to Compare Multiple Year Salaries

Using a Subquery to ExtractDed-Ben Amounts for Ded-Bens in a Specific Ded-Ben Group Number

Vendors Without a PR Address – Subquery

All Revenue & Expenditures forMultiple Years with Transaction Type Info

Change Prompt Message

Changing or Creating Alerters (Conditional Formatting)

Display employees that do nothave a specific ded ben – using subquery

Expense Summary Report withSubtotals on Periods with Grand Total

Keeping employee on one line eventhough querying two OTHER DATE TYPES

 

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year end calendar

alio Year End Meetings

 

alio FAS Year End Meeting 

alio FAS year end meeting: We will begin the day with 1099 processing then we will cover various FAS processes, master file tools and provide all sorts of information related to the alio FAS module. Our goal is to help you better understand alio. Plan to take advantage of this great opportunity.

 

alio HRS Year End Meeting

alio HRS year end meeting: We will begin the day with calendar year end processing, preparing & printing W-2’s and the creation of the annual retirement file along with other required tasks. The remainder of the day will be spent on understanding the HRS Master files, Employee Masters, Payroll & Leave processing, Tools and Tips & Tricks. Our goal is to help you better understand alio. Plan to take advantage of this great opportunity.

 

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alio Support Staff

Brad Rodgers

Director

920.617.5648

brodgers@cesa7.org

 Lauri Melby

WiRCC Financial Software Specialist

715-720-2051

lmelby@cesa10.k12.wi.us

Theresa Shaw

WiRCC Financial Software Specialist

920.617.5623

tshaw@cesa7.org

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