| Purpose This bulletin provides
information on PaySR training for Conversion Group 2, including the new course titled, Reveal
Reporting.
The attached training schedule applies only to agencies in Conversion Group 2. Specific
training dates for agencies in Conversion Group 3 will be provided in August. This
bulletin is being sent to all Payroll Officers and Agency Liaisons.
Coach Training
The role of a coach is to coordinate PaySR training within their agency and serve as a
first point of contact. Agency Coaches will attend a four-day course which includes 19
hours of Computer-Based Training (CBT). This is the same CBT course that will be taken by
all end users. Also included is a one-day Train-the-Coach session, in which
participants will discuss their roles and responsibilities and learn how to coach others,
as well as have the opportunity for informal discussion with PaySR functional staff. On
the fourth day of training, coaches will complete CBT, work with online help and do
exercises using the training data base.
Attachment A provides the Train-the-Coach course description and dates
for Conversion Group 2.
CBT Training
Agency Coaches will schedule CBT training for all end users. CBT training for agencies
in Conversion Group 2 begins August 3 and should be completed by September 9. This
training can be completed at the employees PaySR work station, in an agency computer
lab or at a regional PaySR training lab. If you plan to use an agency computer lab, it is
your responsibility to make the necessary arrangements to have the lab connected to PaySR.
Instructor-Led Training
Coaches will schedule appropriate staff for three instructor-led courses: PaySR for
Supervisors and Managers, PeopleSoft Query in PaySR and Reveal Reporting.
PaySR for Supervisors and Managers - This half-day course will explain
the functions of the new payroll system and demonstrate how to view information in PaySR.
It is designed for users who supervise payroll employees, but will not input information
on a day-to-day basis. Participants are encouraged to take introductory CBT training prior
to attending the course.
Attachment B provides the course description, suggested prerequisites, and dates
for PaySR for Supervisors and Managers.
PeopleSoft Query in PaySR - This one-day course will teach agency payroll
data analysts and technical personnel how to design and execute queries in PaySR. As
seating is limited, agencies should select two employees who can best serve the
agencys query needs.
Attachment C provides the course description, suggested prerequisites, and dates
for PeopleSoft Query in PaySR.
Reveal Reporting - This new half-day course explains how to view, search, print
or save standard PaySR reports.
Attachment D provides the course description, suggested prerequisite, and dates
for Reveal Reporting.
Next Steps for Conversion Group 2
- By June 26, Liaisons should work with Agency Coaches to select Session I, II, or
III for coach training. (We recommend coaches attend training together, but agencies may
divide coaches among sessions if needed.) A final coach registration list (agency,
agency code, participant name, phone, fax, e-mail address and session selected) should be
provided to Theresa Flynn (fax (518) 473-5073, or e-mail tflynn@osc.state.ny.us).
- By June 26, Coaches should develop participant lists for the PaySR for
Supervisors and Managers and PeopleSoft Query in PaySR and
Reveal Reporting courses, indicating first and second choices for dates from
Attachments B, C and D. Lists should be submitted to Theresa Flynn (see above). These
lists will be finalized during the Train-the-Coach sessions.
- By August 7, Liaisons should ensure that agency computer training labs are
connected to PaySR. If you have any questions concerning connectivity, please talk to
your agency technical contact or call Tom Luther at 474-0390 or tluther@osc.state.ny.us.
If you do not have access to a computer lab and would like to use a regional PaySR
training lab, please contact Jack McNulty at 473-7494 or jmcnulty@osc.state.ny.us.
Questions on this Bulletin?
- Payroll Officers should contact their Agency Liaison.
- Agency Liaisons should contact their PaySR Representative.
Attachment A
PaySR
Train-the-Coach
Course Description |
| Course Overview |
Agency coaches will be trained to support end users at agency
sites on the use of PaySR. During this course, participants will gain a better
understanding of the role and responsibilities of a PaySR Agency Coach. Coaches will also
complete PaySR Computer-Based Training. |
| Audience |
Agency staff who will be responsible for coordinating PaySR
training within their agency and will serve as the first point of contact to provide
on-site resolution of day-to-day questions. |
| Course Objectives |
Upon completion of this course, participants will be able to:
- Explain the role and responsibilities of the coach
- Recommend the required CBT and Instructor-Led Training courses for the appropriate users
- Handle CBT administration and scheduling for agency participants
- Describe effective coaching techniques
- Answer common questions that may arise during and after PaySR training
- Troubleshoot problems and contact appropriate resources for help
- Explain agency-specific processes and changes
|
| Course Length |
Four Days (3 for CBT, 1 for Train-the-Coach) |
| Dates and Locations |
Session I
CBT Training - July 13 11:00-4:30 (RTP)
CBT Training - July 14 8:30-4:30 (RTP)
Train the Coach - July 15 8:30-4:30 (ESP)
CBT Training - July 16 8:30-4:30 (RTP)
Session II
CBT Training - July 20 11:00-4:30 (RTP)
CBT Training - July 21 8:30-4:30 (RTP)
Train the Coach - July 22 8:30-4:30 (ESP)
CBT Training - July 23 8:30-4:30 (RTP)
Session III
CBT Training - August 3 11:00-4:30 (RTP)
CBT Training - August 4 8:30-4:30 (RTP)
Train the Coach - August 5 8:30-4:30 (ESP)
CBT Training - August 6 8:30-4:30 (RTP)
|
RTP -
Rensselaer Technology Park
ESP - Empire State Plaza |
When registering for this course, please let us know
if you or others will require a reasonable accommodation.
Attachment B
PaySR for
Supervisors and Managers
Course Description |
| Course Overview |
This course is designed for managers and
individuals who supervise users of the PaySR system, but will not use the system
day-to-day. Participants will gain an understanding of the major functions of PaySR and
how it differs from the existing payroll system. Participants will learn the basics of
viewing information in PaySR (e.g., view an employees paycheck data). This material
is intended for users who need to see, but not modify, information in PaySR. |
| Audience |
Payroll supervisors and managers. |
| Prerequisite |
The following four lessons of the PaySR
Computer-Based Training (CBT) are strongly recommended, but not required.
- Taking This Training
- Welcome to PaySR
- Payroll Process Overview
- PaySRs Role in Payroll
|
| Course Objectives |
Upon completion of this course, participants
will be able to:
- Identify major differences between the legacy and PaySR
- Describe the key features of PaySR
- Direct personnel to PaySR resources
- View information in PaySR
- Use online help (OLH) and other job aids
|
| Course Length |
Half Day |
| Course Location |
Rensselaer Technology Park |
| Dates |
| August 17, 18, 19, 20 |
1:00 p.m. - 4:30 p.m. |
| August 24, 25, 26, 27 |
1:00 p.m. - 4:30 p.m. |
| September 3, 9 |
1:00 p.m. - 4:30 p.m. |
|
When registering for this
course, please let us know if youor others will require a reasonable accommodation
Attachment C
PeopleSoft
Query in PaySR
Course Description |
| Course Overview |
This course is designed for select users who need to generate
queries for their agencies. They will create and execute these queries using PeopleSoft
Query (PS Query). This course will teach the mechanics of PS Query and will provide an
introduction to PaySR records and data needed to create queries. |
| Audience |
Two users from each major agency - one technical
resource and one business analyst; in the case of larger agencies, more than two users per
agency may attend. |
| Prerequisites |
Technical Resource Prerequisites:
- High-level understanding of relational databases
- Experience with any spreadsheet package
- Windows Proficient
Business Analyst Prerequisites:
- Understanding of payroll process
- Understanding of payroll data
- PaySR CBT
- Windows Proficient
|
| Course Objectives |
Upon completion of this course, participants
will be able to:
- Describe the data extraction and reporting capabilities of PS Query
- Describe the different output options available for reports
- Create and run a basic query
- Specify selection criteria for report generation
- Generate multiple table queries
- Perform query calculation
|
| Course Location |
Rensselaer Technology Park |
| Course Length |
One Day |
| Dates |
| August 24, 25, 27, 31 |
8:30 a.m. - 4:30 p.m. |
| September 1, 3, 10 |
8:30 a.m. - 4:30 p.m. |
|
When registering for this course, please let us know
if youor others will require a reasonable accommodation.
Attachment D
Reveal
Reporting
Course Description |
| Course Overview |
This course is designed for Agency staff who
need access to standard reports generated by PaySR. Participants will learn how to search,
view, print or save standard PaySR Reports. |
| Audience |
Agency payroll report users |
| Prerequisite |
Participants should be proficient in Windows. |
| Course Objectives |
Upon completion of this course, participants
will be able to:
- View Reports
- Search for Data in a Report
- Print Reports
- Save Reports
|
| Course Length |
Half Day |
| Course Location |
Rensselaer Technology Park |
| Dates for Conversion Group 2 |
| August 10, 12, 14 |
9:00 a.m. - 12:00 p.m. |
| August 11, 13, 21 |
1:00 p.m. - 4:00 p.m. |
|
When registering for this course, please let us know
if youor others will require a reasonable accommodation |