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The last section of the 2016 Financial Symposium has come to an end. This summer we served 41 people representing 18 schools/districts. WebSmart staff covered two extensive days of training covering end of year procedures for HR/Payroll and Finance, updates to WebSmart including mandated TRS changes, and how to easily make wage allocation changes on positions. As always, participants had ample time to work on their own end-of-year procedures such as entering pay periods, reviewing leave balances and policies, promoting contracts; reviewing ledgers, budgets, vendor transactions, federal grants, % allocation of program intent codes, and much more, with JR3 staff available to guide them through the process, even during interval and lunch breaks.

While the Finance Symposium is over for 2016, the following handouts used at the symposium are available for anyone.

• HR-Payroll Presentation (.pdf)
• Finance-Budget Presentation (.pdf)
• To-Do 2016 Payroll (.pdf)
• To-Do 2016 Finance (.pdf)
• Update Health Insurance (.pdf)
• Promote Contracts (.pdf)
• TRS Corrections (.pdf)
• Wage Base Corrections (.pdf)
• What’s New for Wage Allocations (.pdf)
• TEA Matrix 2016 (.xls)

If you missed this year’s training, start planning to attend next summer.  Training dates are not yet available; however, we plan to have two sessions in June and one session in July. Keep checking back for upcoming training dates and information.

As always, if you have questions please contact us through Freshdesk by sending an email directly to Support@websmart.freshdesk.com where JR3 staff are always ready to assist you.