TYLER IMPLEMENTATION AGENDA

Session Date: 09/16/16 / Start time: 8:30 AM End time: 12:00 PM
Product Module: Payroll/HR / Tyler Resource: Chris DiRobbio
Session Title: PRESS set-up training
Required Attendees
  • PR/HR Functional Leaders
  • Site Project Manager
  • Identified functional leaders, backups, and “super-users” for these applications
  • IT Staff
Required Classroom Setup
  • Workstation for the Tyler Consultant, with access to Munis Live and Train
  • Internet access
  • Projector or Smart Board
  • White board or flip chart with markers
  • Telephone
  • Ideally, one computer per class attendee, with access to Munis Train
Tyler U eLearning Prerequisites
  • Getting Started With The Munis Ribbon
  • Dashboard Quick Start
  • ESS
Client Responsibilities
  • Knowledge of existing policies and procedures
  • Examples of reports, spreadsheets, and any worksheets and other documentation used to capture information related to ESS

Session Topics
  • MSS Website & Navigation – overview
  • User Name & password
  • Accessing Link
  • Internal Information & Links
  • Announcements
  • Department Information
  • Contact Email
  • Adding Documentation to website (ex: leave policies, requests, etc)
  • Adding Iinks
  • Accessing Employee Data
  • Personal Information – Modify, Delete, Add
  • Home Phone
  • Dependents
  • Emergency Contact
  • Employee Profile
  • Demographic
  • Audit File
  • Pay/Tax Information
  • Year
  • Check Detail
  • YTD Info
  • W-2 / 1099 R (after generate)
  • W-4 Info
  • Time Off
  • Request Time Off
  • If Supervisor approval is required then number must be attached to the employee master file
  • Pending Time & Attendance record
  • Time Sheet
  • Job Types
  • From / To Ranges
  • Pay Types / Unit of Measure (days / hours )
  • Verify / Submit
  • Benefits Enrollment –
  • Open Enrollment / Life Events
  • Ability to view or change elections
  • Adding coverage and dependents
  • Pending Approval
  • Certifications
  • Expense Reports
  • Position Transfer
  • Substitute Teaching
  • Training Opportunities
  • Internal & External Training Courses
  • Employment Opportunities – with Applicant Tracking
  • ESS Admin
  • Application
  • General Message
  • Email
  • Employee Accruals
  • Check Stub
  • Employment Opportunity / Applicant Tracking
  • Enable Benefits Enrollment
  • Allow No Changes
  • Access to Employee Info
  • Documents & Links
  • Department Message
  • User Profile
  • User Administration
  • Add Users
  • Migrate Users
  • Delete Users

Session Wrap-up
  • Review of day’s accomplishments, tasks assigned and any open items requiring follow-up by the Implementation Consultant or decisions pending with the client.
  • Your Implementation Consultant will use the last 15 minutes of the training session to document the day’s activities and any open issues that need follow-up on the site report.