January 2026 New District Training Videos

Modified on Tue, Jun 17 at 4:15 PM

Payroll & Human Resources Trainings: 


Session
Date
Register
Recording
Security Training – SchoolFi (for system administrators)
8/5/25 at 10:00AM
.
Staff Maintenance Training, Personnel Search Views & Lists Training
8/19/25 at 10:00AM
.
Contractual Positions & Salary Guides Training
8/21/25 at 10:00AM
.
Employee Portal Training (for system administrators)
8/26/25 at 10:00AM
.
Longevity Setup & Verification Training
9/9/25 at 10:00AM
.
Health Benefits Training9/16/25 at 10:00AM
Payroll Maintenance Training
9/25/25 at 10:00AM
.
How to Issue Employment Contracts
10/7/25 at 10:00AM

Payroll Processing Training (in preparation for first parallel)10/16/25 at 10:00AM
Casual Other Earnings Tax Settings (Administrators required)10/27/25 at 10:00AM
.
Casual Other Earnings & Stipends Training10/27/25 at 1:00PM
.
Non Contractual (Stipend) Positions & Salary Guides
10/29/25 at 10:00AM
.
Reports & Miscellaneous Payroll Tabs Training11/12/25 at 10:00AM
.
Attendance Training11/19/25 at 10:00AM
.
Substitute Training – Setup Pay Subs11/18/25 at 10:00AM
.
Agency Setup Training12/9/25 at 10:00AM
All Day Open Meeting for First Payroll1/15/2026 
Agency Processing Training1/14/26 at 10:00AM
Payroll Purchase Orders Training1/16/26 at 10:00AM
The Payroll Analysis Tab, Check Inquiry & Reconciliation Training1/20/26 at 10:00AM
Transitioning to SchoolFi Help Desk2/2/2026 at 10:00AM
Payroll Quarterly Tabs4/1/2026 at 10:00AM




Timesheet Maintenance including Building and Implementing Summer Timesheets   5/19/2026
  9:00AM - 3:00PM
In Person
Not Applicable
Introduction to Onboarding
6/23/2026 
9:00AM - 3:00PM
In Person

Not Applicable

Employee Forms with PDF Overlay (Prerequisite Introduction to Onboarding)  7/7/2026 
9:00AM - 3:00PM
In Person

Not Applicable

Custom Excel Reporting3/24/2026 
9:00AM - 11: 30AM
In Person

Not Applicable






Budgetary Accounting Trainings: 

Session
Date
Register
Recording
Security Training – SchoolFi (for system administrators)
8/5/25 at 10:00AM
.
Employee Portal Training (for system administrators)
8/26/25 at 10:00AM
.
Vendor Maintenance Training.
.
Revenue, Expense, & Balance Sheet Account Setup and Searching.
.
How to Create Account Groups for Requisition Access.
.
Account Maintenance Tab & Accounts Training.
.
Budget Module (Setup Screen, Receiving and Bid Categories) Training

.
.
Proofing your 2025-26 Budget and setting up the Report of the Board Secretary.
.
Purchase Order Processing Training.
.
How to Adjust a Purchase Order.
.
Accounts Receivable- Invoicing Training..
Accounts Payable Training (payments)..
Student Activity Accounting Setup - Processing..
Posting Receipts & Refunds Training..
Bank Accounts & Reconciliation Training..
Gov't Fund Health check and Other Fun SchoolFi Stuff..
Transitioning to SchoolFi Help Desk2/2/2026 at 10:00AM

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