Course Level: Advanced
Instructional Method: Self-Study (virtual trainer plus comprehensive training guide)
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: One Hour
This self-study course covers how to create a Client Consolidation file for each of the client organizations that are to be combined. The participants will learn how to create the consolidation organization. The requirements of the client organizations as well of those of the consolidation organization are covered in detail. The course also outlines the Maintain Accounting selections available in the consolidation organization and provides an overview of the available aggregated reports.
Note: In order to complete the class activities, a special training database, only available to On Premise customers, must be installed prior to the start of your session. Hosted customers my follow the process outlined in the training manual. Important instructions are included with your registration confirmation.
Course Level: Intermediate
Prerequisites: We recocommend a general understanding of payroll and human resource management processes.
Instructional Method: Group Internet Based
Training Guide Format: Digital PDF
Recommended CPE Credits: 3
Three-Hour Class
Published: 03/2021
The MIP Fund Accounting Human Resource Management module integrates with the Payroll module providing additional human resource management and payroll processing tools. Designed for System Administrators and Human Resource Directors, this course focuses on setting up the module and defining organization specific fields, plans, and codes necessary to accurately process payrolls and maintain required employee information.
This course covers topics related to the following modules:
General Ledger
Payroll
Human Resource Management
For additional training, and to learn more about processing payrolls, attend the “FA249 – MIP Fund Accounting Human Resource Management Processing” course.
By the end of the class, you will be able to:
Describe how the Human Resource Management module integrates with the Payroll module.
Set up and manage security.
Define custom options and fields.
Create and apply custom benefit plans.
Create and apply custom leave plans.
Define salary grades and job codes.
Course Level: Intermediate
Prerequisites: We recocommend a general understanding of payroll and human resource management processes.
Instructional Method: Group Internet Based
Training Guide Format: Digital PDF
Recommended CPE Credits: 3
Three-Hour Class
Published: 03/2021
The MIP Fund Accounting Human Resource Management module integrates with the Payroll module providing additional human resource management and payroll processing tools. Designed for Human Resource Management professionals, this course covers managing employees and processing payrolls. Participants will learn how to add and maintain employee records, apply benefit and leave plans, track organization educational and certification requirements, capture FMLA and EEO data, schedule employee events, maintain complete employment history, and create timesheets.
This course covers topics related to the following modules:
General Ledger
Payroll
Human Resource Management
By the end of the class, you will be able to:
Maintain employee information.
Track employee education and certification requirements.
Track FMLA and EEO data.
Process payrolls using additional Human Resource Management module functionality.
Perform custom queries.
Course Level: Intermediate
Prerequisites: FA249 – MIP Fund Accounting Human Resource Management Processing
Instructional Method: Group Internet Based
Recommended CPE Credits: 3
Three-Hour Class
In this course, you will learn how to create custom reports using Report Writer, the powerful reporting tool included in the MIP Human Resource Management module. We will discuss in detail the three ways to create reports in Report Writer: using the report wizard, modifying a standard report, and using Microsoft SQL scripts. In addition, we will highlight various features within the product to help you produce sophisticated personalized reports.
By the end of the session, you will be able to:
- Assign appropriate rights for HR Management users for use in Report Writer.
- Use the Standard Report Wizard to create basic reports.
- Copy and modify standard reports using the Report Designer, including adding fields, creating summary fields, and creating calculated fields.
- Import and export reports from Report Writer.
- Adjust page layout, hide fields conditionally, and format reports using the filter string editor.
- Use the Report Script Editor to add custom SQL queries.
Course Level: Basic
Prerequisites: We recommend a general understanding of product navigation.
Instructional Method: Group Live
Recommended CPE Credits: 20
Two and One-Half Day Class
This intensive 2.5 day course focuses on primary financial activities, providing a strong foundation for new customers and a broad understanding for more experienced customers. This course is ideal for accounts payable professionals, staff accountants, and the hands-on Chief Financial Officer.
You will learn core features of the general ledger, accounts payable, bank reconciliation, budget, and reporting modules. Study topics include creating and maintaining chart of account codes, processing and correcting accounts payable and general ledger transactions, creating and monitoring budgets, and reconciling bank accounts. You will also learn how to use the powerful built-in reporting tools to create reports and perform analysis.
Class is held Monday from 1:00 – 5:00 p.m.
plus Tuesday and Wednesday, 9:00 a.m. – 5:00 p.m.
Course Level: Intermediate
Prerequisites: FA101 – MIP Fund Accounting Core Workshop or at least six months experience working with transactions and reports.
Instructional Method: Group Live
Recommended CPE Credits: 14
Two-Day Class
Building on the topics discussed in the Core Accounting workshop, this advanced 2-day course is ideal for Controllers or Chief Financial Officers responsible for high level administrative tasks and advanced financial reporting. Topics discussed in this course include: accounting administration, general ledger, and general reporting, a deep dive into financial statements, and advanced financial statement features, and fiscal year closing activities.
To get the most from this course we recommend that customers first take the FA101 – MIP Fund Accounting Core Workshop or have at least six months experience working with a variety of transactions and creating custom reports.
Class is held:
Thursday 9:00 a.m. – 5:00 p.m. and
Friday 9:00 a.m. – 3:00 p.m.
Course Level: Basic
Prerequisites: None
Instructional Method: Group Live
Recommended CPE Credits: 12
One and One-Half Day Class
This is an ideal course for individuals responsible for processing payrolls in their organization.
Payroll mistakes cost time, money, and employee good will! This specialized 1.5-day workshop will provide new and experienced payroll professionals with the knowledge and skills they need to avoid costly errors.
In this course you will learn all facets of setting up payroll to meet your organization’s and employees’ needs. You will then learn procedures for entering and adjusting employee timesheets, calculating payrolls, and printing employee checks. You will also learn how to void checks, adjust payroll balances, and transfer payrolls to accounting. The fully integrated Direct Deposit module is also covered.
This course covers topics related to the following modules:
- General Ledger
- Payroll
- Direct Deposit
Course Level: Intermediate
Prerequisites:
FA103 – MIP Fund Accounting Payroll Specialist Workshop or
FA245 – MIP Fund Accounting Payroll Setup and FA246 – MIP Fund Accounting Payroll Processing
Instructional Method: Group Live
Recommended CPE Credits: 12
One and One-Half Day Class
This is an ideal course for individuals responsible for human resource management and payroll related tasks.
The MIP Fund Accounting Human Resource Management Module integrates with the Payroll module providing additional human resource management and payroll processing tools. This 1.5-day workshop covers important integration concepts, module setup procedures, employee management, and processing payrolls. Participants will learn how to manage security, create customized benefit and leave plans, define organization specific fields, track organization educational and certification requirements, capture FMLA and EEO data, schedule employee events, maintain complete employment history, create timesheets, and set up the HR module for Affordable Care Act reporting.
Due to the close integration between the Human Resource Management and Payroll modules, all participants must have a thorough understanding of Payroll Setup and Payroll Processing concepts and practices before attending this workshop. Please see the course prerequisites.
This course covers topics related to the following modules:
- General Ledger
- Payroll
- Human Resource Management
Class is held: Wednesday- 1:00 p.m. – 5:00 p.m. and
Thursday – 8:30 a.m. – 5:00 p.m.
Course Level: Intermediate
Prerequisites:
FA104 – MIP Fund Accounting Human Resource Management Workshop or
FA248 – MIP Fund Accounting Human Resource Management Setup and FA249 – MIP Fund Accounting Human Resource Management Processing
Instructional Method: Group Live
Recommended CPE Credits: 4
One-Half Day Class
Published: 06/2021
The MIP Fund Accounting Employee Web Services Module integrates with the Human Resource Management and Payroll modules providing a convenient web-based employee portal with efficient automated timesheet management and employee data access. This half-day workshop is designed for human resource managers who need to understand the integrations between Employee Web Services, Human Resource Management, and Payroll in MIP Fund Accounting.
We strongly recommend that participants have a thorough understanding of timesheet and payroll processing concepts and practices before attending this workshop. Please see the recommended course prerequisites.
This course is divided into three segments:
- EWS Setup and Administration – This portion will take approximately 60% of the total class time and covers the pre-configuration work in Payroll and Human Resource Management as well as administrative tasks and payroll processing. Participants will learn how to create cost centers, set up timesheets, create employee accounts, approve employee entries, and process payrolls.
- EWS for Employees – This section is focused on entering time, leave, and expenses as well as editing personal information.
- EWS for Managers – This portion covers review and approval of time, leave and expense entries.
This course covers topics related to the following modules:
General Ledger
Payroll
Human Resource Management
Employee Web Services
By the end of the session, you will be able to:
- Describe how the Employee Web Services module integrates with the Human Resource Management and Payroll modules.
- Set up cost centers.
- Define global timesheet settings.
- Define employee timesheet settings.
- Create employee accounts.
- Enter hours worked.
- Enter leave taken.
- Enter reimbursable expenses.
- Review and approve time, leave, and expense entries.
- Process payrolls using Employee Web Services and Human Resource Management module functionality.
Class is held: Friday – 9:00 a.m. – 1:00 p.m.
Course Level: Basic
Prerequisite: Participants must have a reliable internet connection,up-to-date web browser (i.e., Google Chrome, Safari, Firefox, and Microix Workflow Modules Modern license )
Instructional Method: Self-Study (virtual trainer plus comprehensive training guide)
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: Two hours
This self-study course will empower administrators with the essential competencies to configure, maintain, and oversee the Microix Requisitions Module.
