Training Library

  • Training Library

Required Training for Financial Systems Access

  • Access to some systems, software or purchasing tools have training prerequisites with proof of courses completion required before access or tools are made available. 

    Expand the system topics below to review training requirements.

  • Employee Space Financial Access

    To be able to enter purchase requisitions please submit a DoTs ticket and request the following roles: Advance Procurement Requester and DPS Finance Inquiry. Supervisor approval is required. Please refer to the Purchasing Commons page for policies/procedures as it relates to purchasing goods and services.

  • MySchoolBucks

    Access to MySchoolBucks is granted only when the required course(s) are completed and the MySchoolBucks Security Access Request Form is signed by your department manager or Principal. The request for access, the form and certification (if required) is submitted through DoTS Help.

    Completion of an E-Learning course is required for system access for the Business Administrator role in MySchoolBucks. The course is comprised of three lessons, and all three must be completed. Click the following links to enroll and launch directly into each course: Lesson 1: MSB Overview & ProductsLesson 2: MSB Invoicing & Reporting, and Lesson 3: MSB Payment Management and Fulfillment.  

    Completion of an E-Learning course is required for system access for any individual in a school assigned to the role of Cashiering within MSB. Click the following link to enroll and launch directly into the course MSB Cashiering MSB-E2.

Training Courses and Labs

  • Financial Services provides training for DPS schools and departments for successful navigation of financial and student data systems.  We strive to deliver training that is convenient and supports accurate and effective system and process interaction for employees.

    Expand topics below to view a full listing of all Financial Services training courses, videos and help labs.

  • Department and School Support

    Title (link to Course/Schedule)

    Description

    Course Type

    Budget Development Form – Schools

    (New – January 2018)

    Demo video with step-by-step instructions for completing the annual school Budget Development Form.

    Video

    Fall Adjustments – Schools

    (New – Fall 2018)

    Demo video with step-by-step instructions for completing the school budget Fall Adjustment Form required every September to ensure each school’s budget reflects their actual enrollment.

    Video

    New School 5-year Planning Budget - Schools

    Demo video with step-by-step instructions for completing the 5-year budget template required for new school applications

    Video

    Lawson Reports – GL Transaction Detail Report

    Demo video with step-by-step instructions for running and using the GL Transaction Detail Report from the Lawson Financials dashboard.

    Video

  • Grants Administration

    Title (link to Course/Schedule)

    Description

    Course Type

    Grant Training Session 1

    PowerPoint presentation covering Grant Application Process, Grant Set Up Process and How to Complete the GAN/Budget Form (Grant Award Notification)

    Quarterly Live Presentation

    Grant Training Session 2

    PowerPoint presentation covering Helpful Lawson Screens, Running AC Reports and Grant Closeout.

    Quarterly Live Presentation

    Grant Training Session 3

    PowerPoint presentation covering: Monthly Grant Reports, Budget Transfers, Revenue Recognition and Grant Billing

    Quarterly Live Presentation

  • MySchoolBucks (MSB)

    Title (link to Course/Schedule)

    Description

    Course Type

    MSB for Business Admin

    Course content includes instruction on the following:
    ·   MSB Overview
    ·   Product creation & management
    ·   Invoice creation & management
    ·   Onsite purchases & deposit reconciliation
    ·   Fulfillment
    ·   Refunds

    All three courses must be completed for certification.

    E-Learning

    MSB Cashiering

    Course content includes instruction on the following:
    ·   MSB Overview
    ·   Onsite purchases 
    ·   Invoice Cashiering

    E-Learning

    MySchoolBucks Learning Lab

    This training is an Open Lab Training session where you can come and get questions answered and help working in the MySchoolBucks system.

    Working Lab

  • Payroll (True Pay)

    Title/(Link to Course)

    Training Content

     

    Recommended for

    Employee Group (with X)

     Exempt

    Non-Teacher

    Teachers

    Non-Exempt

    Hourly

    Parapro-fessional

    Supervisors

    Reviewers

    True Pay Introduction

    Overview of process and dashboard navigation

    X

    X

    X

    X

    X

    Clocking In and Out

    Clocking in and out through Web Clock or Terminal

     

     

    X

     

     

    MyTimesheet

    True Pay Timesheet navigation, time entry and time edits

    X

    X

    X

    X

    X

    Requesting Time Off

    Step-by-Step instructions on submitting and tracking time off requests, use of system calendar and viewing leave balances

    X

     

    X

    X

    X

    Requesting Leave of Absence

    Step-by-Step instructions on submitting a request for long term leave, such as military, health, FMLA, etc.

    X

    X

    X

    X

    X

    Additional Pay

    Policy and system entries related to Overtime, Premium Pay, Extra Duty Pay and Stipends

    X

    X

    X

    X

    X

    Amending Prior Period Timesheets  

    Timesheet entries to prior periods, time limits and process overview

    X

    X

    X

    X

    X

    Time Off Request Approvals

    Process and step-by-step instructions on reviewing time off requests through online process flow in True Pay

     

     

     

     

    X

    Timesheet Approvals

    Process and step-by-step instructions on review, modification and approval of employee timesheets

     

     

     

     

    X

    Scheduling

    Review, assignment and updates to employee daily time schedules in True Pay

     

     

     

     

    X

    Reports 

    Purpose and instructions on creating management and audit reports in True Pay

     

     

     

     

    X

    Time Entry Process for Teachers 

    Overview of time tracking and entry for teachers

     

    X