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  • Welcome to Sparkrock 365 Learn
    • General Learning Path
      • Learning Modules
        • Introduction to Sparkrock 365
          • Lesson 1: What is Sparkrock 365?
          • Lesson 2: Sparkrock 365 Quickstart
          • Lesson 3: Basic Sparkrock 365 Navigation
          • Lesson 4: Getting Your Work Done in Sparkrock 365
          • Lesson 5: Personalize Sparkrock 365
          • Lesson 6: Share and Export from Sparkrock 365
        • General Ledger, Dimensions, and Accounting Setup
          • Lesson 1: Chart of Accounts
          • Lesson 2: Dimensions and Account Sets
          • Lesson 3: General Ledger Setup
          • Lesson 4: General and Recurring Journals
          • Lesson 5: Month and Year-end Procedures
          • Lesson 6: General Ledger Balance by Dimension and Analysis View
        • Accounts Payable
          • Lesson 1: Vendors
          • Lesson 2: Purchase Invoices
          • Lesson 3: Payments
          • Lesson 4: Accounts Payable Batches
          • Lesson 5: Electronic Funds Transfer and Email Remittances
          • Lesson 6: Accounts Payable Reporting Part 1
          • Lesson 7: Accounts Payable Reporting Part 2
        • Department Manager Functions
          • Lesson 1: Department Manager Role Center
          • Lesson 2: Purchase Requisitions
          • Lesson 3: Payment Requests
          • Lesson 4: Purchase Receiving
          • Lesson 5: Purchase Orders, Posted Purchase Invoices, and Posted Purchase Credit Memos
          • Lesson 6: Approving Requests
        • Financial Analysis
          • Lesson 1: Financial Analysis Setup
          • Lesson 2: Perform a Financial Analysis
        • Purchasing
          • Lesson 1: Vendors
          • Lesson 2: Purchase Orders
          • Lesson 3: Receiving Purchase Orders
          • Lesson 4: Expense Types
          • Lesson 5: Approved Requisitions
        • Expense Claims and Purchasing Cards
          • Lesson 1: Expense Claim Workflow and Setup
          • Lesson 2: mySparkrock Expense Claim Submission
          • Lesson 3: Expense Claim Approval and Sparkrock 365 Functions
          • Lesson 4: Purchasing Card (PCard) Workflow and Setup
          • Lesson 5: Submitting Purchasing Card (PCard) Expenses in mySparkrock
          • Lesson 6: Purchasing Card (PCard) Processing in Sparkrock 365
        • Accounts Receivable
          • Lesson 1: Customers
          • Lesson 2: Sales Invoices
          • Lesson 3: Sales Credit Memos
          • Lesson 4: Accounts Receivable Reporting
        • Cash Management
          • Lesson 1: Cash Management
            • Create Bank Accounts
            • Describe Data Exchange Definitions
            • Configure Payment Methods
            • Set Up Customers and Vendors
            • Relationship Between Customer and Customer Ledger Entries
            • Relationship Between Vendor and Vendor Ledger Entries
            • Set Up Customer Bank Accounts
            • Set Up Vendor Bank Accounts
            • Set Up Payment Registrations
            • Enable Customer Payments Through Payment Services
            • Summary of Cash Management
          • Lesson 2: Charitable Donations and Receipts
          • Lesson 3: Bank Deposits
          • Lesson 4: Cash Management Reporting
        • Bank Account Reconciliation
          • Lesson 1: Bank Account Reconciliation
            • Introduction To and Completing the Reconciliation Process
            • Post the Bank Account Reconciliation
            • Import a Bank Statement
            • Undo a Bank Account Reconciliation
            • Summary of Bank Account Reconciliation
        • Document Layouts
          • Lesson 1: Document Layouts
            • Overview of Report and Document Layouts
            • Create and Modify a Custom Report or Document Layout
            • Update Report or Document Layouts
            • Change Which Layout is Currently Used on a Report
            • Implement Report Selections
            • Manage Saved Settings for Reports
            • Exercise - Change the Layout Currently Used on a Report
            • Summary of Report and Document Layouts
        • Workflows
          • Lesson 1: Workflows Overview
          • Lesson 2: Create a Workflow from a Template
          • Lesson 3: Assign Approvers to a Workflow
          • Lesson 4: Workflow Notifications
          • Lesson 5: Job Queue Setup
          • Lesson 6: Approval Workflow Demonstration
          • Lesson 7: Set Up Workflows for Automation
          • Lesson 8: Approval Administrator
        • Fixed Assets
          • Lesson 1: Tangible Capital Asset (TCA) Posting
        • Change Log
          • Lesson 1: Change Log Setup
          • Lesson 2: Select Data to Track
          • Lesson 3: View and Export
        • HR Requests
          • Lesson 1: Employee Lifecycle and HR Requests
          • Lesson 2: Processing HR Requests
          • Lesson 3: New Hire HR Requests
          • Lesson 4: Details Change HR Requests
          • Lesson 5: Assignment Transfer HR Requests
          • Lesson 6: Additional Assignment HR Requests
          • Lesson 7: Leave HR Requests
          • Lesson 8: Return to Work HR Requests
          • Lesson 9: Termination and Rehire HR Requests
          • Lesson 10: Record of Employment (ROE) HR Requests
          • Lesson 11: HR Request Worksheet
        • Employees
          • Lesson 1: Employees and Employee Card pages
          • Lesson 2: Employee Classes
          • Lesson 3: HR Employee Assignments
          • Lesson 4: Employee Attendance Plans
          • Lesson 5: Employee Benefits
          • Lesson 6: Employee HR Tasks
        • HR Positions
          • Lesson 1: Building Blocks for HR Positions
          • Lesson 2: HR Positions
        • Appraisals
          • Lesson 1: Appraisals Overview
          • Lesson 2: Generate and Complete Appraisals
        • Qualifications and Training
          • Lesson 1: Qualifications Overview
          • Lesson 2: Assign Qualifications
          • Lesson 3: Training Overview
          • Lesson 4: Register for a Training Event
          • Lesson 5: View Training History
          • Lesson 6: Schedule a Training Event
          • Lesson 7: Training Notifications
          • Lesson 8: Close a Completed Training Event
          • Lesson 9: Apply and View Employee Qualifications
        • HR Tasks
          • Lesson 1: HR Task Type Fields and Impacts
          • Lesson 2: Assign HR Tasks
          • Lesson 3: Employee HR Tasks Process Flow
          • Lesson 4: Manager HR Tasks Process Flow
        • Union and Grievance Management
          • Lesson 1: Unions Overview
          • Lesson 2: Assign Unions to HR Positions, HR Position Classes, and Employees
          • Lesson 3: Collective Agreements
          • Lesson 4: Create Grievances
          • Lesson 5: Grievance Related Items
          • Lesson 6: Grievance Dashboard
        • Attendance Plans
          • Lesson 1: Introduction to Attendance Plans
          • Lesson 2: Causes of Absence
          • Lesson 3: Create a Cause of Absence
          • Lesson 4: Accrual Calculation Rules
          • Lesson 5: The Attendance Plan
          • Lesson 6: Attendance Plan Lines
        • Time Entry
          • Lesson 1: Time Entry Overview - Time Entry versus Scheduling
          • Lesson 2: Elements of Time Entry Overview
          • Lesson 3: Time Entry Activities
          • Lesson 4: Time Entry Units
          • Lesson 5: Time Entry HR Positions
          • Lesson 6: Data Entry Models and Approval Groups
          • Lesson 7: mySparkrock User Setup for Time Entry
          • Lesson 8: Time Entry Setup Part 1
          • Lesson 9: Time Entry Setup Part 2
          • Lesson 10: Time Sheet Entry and Time Line Detail
          • Lesson 11: Load Time Entry Records into the Compensation Journal
        • Payroll Administration
          • Lesson 1: Introduction to Payroll Administration
          • Lesson 2: Compensation Journal Templates
          • Lesson 3: Compensation Journal Load Overview
          • Lesson 4: Compensation Journal Load Part 1
          • Lesson 5: Compensation Journal Load Part 2
          • Lesson 6: Compensation Journal Load Part 3
          • Lesson 7: Payroll Comparison Analysis
          • Lesson 8: Compensation Journal Features and Tools
          • Lesson 9: Send the Compensation Journal to Payroll and Create the Payroll Processing Batch
          • Lesson 10: Batch Payroll Processing List
          • Lesson 11: Reprocess Individual Employees
          • Lesson 12: Batch Payroll Processing Fields and Features
          • Lesson 13: Edit Payroll Documents and Payroll Calculation Lines
          • Lesson 14: Generate an EFT and Checks
          • Lesson 15: Post Payroll and Post the Compensation Journal
        • Scheduling
          • Lesson 1: Schedule Setup General Settings
          • Lesson 2: Schedule Setup Error and Warning Settings
          • Lesson 3: Schedule Setup Email Setup
          • Lesson 4: Schedule Setup Schedule Unit Defaults Settings
          • Lesson 5: Schedule Units Overview
          • Lesson 6: Schedule Unit Activities
          • Lesson 7: Schedule Unit Positions
          • Lesson 8: Schedule Unit Employees
          • Lesson 9: Create a Schedule Template
          • Lesson 10: Create Shifts for a Schedule Template Method 1
          • Lesson 11: Copy a Schedule Template Shift
          • Lesson 12: Create Shifts for a Schedule Template Method 2
          • Lesson 13: Create a Schedule
          • Lesson 14: Review Shift Warnings and Validate Shifts
          • Lesson 15: Publish Shifts for a Schedule
          • Lesson 16: Reopen a Shift
          • Lesson 17: Approve Shifts in Sparkrock 365
          • Lesson 18: Offer a Shift and Process a Bid
          • Lesson 19: Request a Change to a Shift
          • Lesson 20: Request an Absence
          • Lesson 21: Approve Shifts in mySparkrock
          • Lesson 22: Scheduling and the Compensation Journal
        • Year-end T4 Processing
          • Lesson 1: T4 Report Settings
          • Lesson 2: T4 Distribution Management
          • Lesson 3: Generate T4s
        • Salary Management
          • Lesson 1: Set Up Pay Grids
          • Lesson 2: Apply a Pay Grid to Employees
          • Lesson 3: Update Pay Grids and Assignments
          • Lesson 4: Set Up Salary Progression
          • Lesson 5: Assign Progression Methods
          • Lesson 6: Run Salary Progression
          • Lesson 7: Employee Experience and Seniority
          • Lesson 8: Employee Experience Worksheet
          • Lesson 9: Retro Pay for Individuals
          • Lesson 10: Mass Retro Pay for Grid Changes
        • Sparkrock 365 User Administration
          • Lesson 1: Demystifying Users and Permissions
          • Lesson 2: Add a User in the Microsoft 365 admin center, Assign a License, and then Synchronize the User to Sparkrock 365
          • Lesson 3: Roles and Permissions
          • Lesson 4: Determining Roles and Groups
          • Lesson 5: Creating User Groups and Permission Sets
          • Lesson 6: Consolidate Permission Sets
          • Lesson 7: Giving Permissions to a User
          • Lesson 8: Exclude Functionality with Permission Sets
          • Lesson 9: Security Filters
          • Lesson 10: Application Area Setup
          • Lesson 11: Limited Access Application Area Setup
        • mySparkrock User Administration
          • Lesson 1: mySparkrock Introduction
          • Lesson 2: mySparkrock User and mySparkrock User Setup
          • Lesson 3: Add a mySparkrock User
          • Lesson 4: mySparkrock User Profiles
          • Lesson 5: mySparkrock User Administration Settings
          • Lesson 6: mySparkrock Security Filters
          • Lesson 7: mySparkrock Alternates
          • Lesson 8: Automatically Create a mySparkrock User
      • eLearnings
        • Sparkrock 365 User Groups Update: Preparing for Security Groups
        • What's New in Sparkrock 365 version 24.5
        • Finance Approval Rules eLearning Workshop
        • Data-driven HR — Maximizing Nonprofit Reporting Efficiency with Power BI
        • Enhancing Nonprofit Reporting in your Financial Software with Power BI
        • Data Driven Decisions: Sparkrock 365 Financial Analysis Workshop
        • Empowering Nonprofit Decision-Making: Introducing AI-enabled ERP with Sparkrock
        • Power BI: Finance Workshop
        • Budgeting Unleashed in Sparkrock 365
        • Exploring the New mySparkrock Mobile Experience
        • Mastering Permissions in Sparkrock 365
        • From Complexity to Clarity: Navigating Sparkrock 365 Configuration Packages
        • Web Service Integration in Sparkrock 365: Unleashing Powerful Reporting and Record Management
        • Setting your Sparkrock 365 Upgrade Window
        • How Secure is Sparkrock 365?
        • Set Up Reports in Power BI
        • Build Reports Using Account Schedules
        • Introduction to Power BI
        • Electronic Funds Transfer
        • Grant and Project Tracking
        • Procurement Control Strategies
        • Tips to Build Your Dashboards in Power BI
        • Accounts Payable Batch Management
        • Fiscal Year-end Process in Sparkrock 365
        • Powering a Modern Workplace with Sparkrock 365 - Why a Microsoft Cloud Foundation Matters
        • Transform Your HR Reporting Game: Power BI HR Workshop
        • Get Employee, Payroll Trends, and Information out of Sparkrock 365
        • Set Up External HR Users to Process HR Requests
        • Payroll Remittances, T4/W2 Setup, and YTD Adjustments
        • Retro Pay
        • Hire the Best Employees Using Applicant Tracking
        • HR Tasks in Sparkrock 365
      • Upgrade Deep Dives
        • Unlock the Power of the Cloud: The Sparkrock 365 Migration Product Showcase
        • Migration Webinar: Navigating the Transition and Upgrading to Sparkrock 365
        • Accounts Payable and Accounts Receivable
        • General Ledger
        • Benefit Management
        • Hiring, Terminations, and HR Requests
        • Payroll Calculations and Processing
        • Attendance Management, Requests, and Accruals
        • Seniority and Experience Tracking
      • Product Updates
        • Version 25.3 for Sparkrock 365 2024 Release Wave 2
        • Version 24.5 for Sparkrock 365 2024 Release Wave 1
        • Version 22.7 for Sparkrock 365 2023 Release Wave 1
        • Version 22.6 for Sparkrock 365 2023 Release Wave 1
        • Version 22.5 for Sparkrock 365 2023 Release Wave 1
        • Version 22.4 for Sparkrock 365 2023 Release Wave 1
        • Update 21.3 for Sparkrock 365 2022 Release Wave 2
        • Sparkrock 365 2022 Release Wave 2
        • Sparkrock 365 2022 Release Wave 1
        • Sparkrock 365 2021 Release Wave 2
      • User Groups
        • Health Unit User Group Sessions
        • K-12 and Education User Group Sessions
        • Finance Customer User Group Sessions
        • HCM Customer User Group Sessions
      • Customer Events
      • Value Added Services
    • Finance and Procurement Learning Path
      • Learning Modules
        • Introduction to Sparkrock 365
          • Lesson 1: What is Sparkrock 365?
          • Lesson 2: Sparkrock 365 Quickstart
          • Lesson 3: Basic Sparkrock 365 Navigation
          • Lesson 4: Getting Your Work Done in Sparkrock 365
          • Lesson 5: Personalize Sparkrock 365
          • Lesson 6: Share and Export from Sparkrock 365
        • General Ledger, Dimensions, and Accounting Setup
          • Lesson 1: Chart of Accounts
          • Lesson 2: Dimensions and Account Sets
          • Lesson 3: General Ledger Setup
          • Lesson 4: General and Recurring Journals
          • Lesson 5: Month and Year-end Procedures
          • Lesson 6: General Ledger Balance by Dimension and Analysis View
        • Accounts Payable
          • Lesson 1: Vendors
          • Lesson 2: Purchase Invoices
          • Lesson 3: Payments
          • Lesson 4: Accounts Payable Batches
          • Lesson 5: Electronic Funds Transfer and Email Remittances
          • Lesson 6: Accounts Payable Reporting Part 1
          • Lesson 7: Accounts Payable Reporting Part 2
        • Department Manager Functions
          • Lesson 1: Department Manager Role Center
          • Lesson 2: Purchase Requisitions
          • Lesson 3: Payment Requests
          • Lesson 4: Purchase Receiving
          • Lesson 5: Purchase Orders, Posted Purchase Invoices, and Posted Purchase Credit Memos
          • Lesson 6: Approving Requests
        • Financial Analysis
          • Lesson 1: Financial Analysis Setup
          • Lesson 2: Perform a Financial Analysis
        • Purchasing
          • Lesson 1: Vendors
          • Lesson 2: Purchase Orders
          • Lesson 3: Receiving Purchase Orders
          • Lesson 4: Expense Types
          • Lesson 5: Approved Requisitions
        • Expense Claims and Purchasing Cards
          • Lesson 1: Expense Claim Workflow and Setup
          • Lesson 2: mySparkrock Expense Claim Submission
          • Lesson 3: Expense Claim Approval and Sparkrock 365 Functions
          • Lesson 4: Purchasing Card (PCard) Workflow and Setup
          • Lesson 5: Submitting Purchasing Card (PCard) Expenses in mySparkrock
          • Lesson 6: Purchasing Card (PCard) Processing in Sparkrock 365
        • Accounts Receivable
          • Lesson 1: Customers
          • Lesson 2: Sales Invoices
          • Lesson 3: Sales Credit Memos
          • Lesson 4: Accounts Receivable Reporting
        • Cash Management
          • Lesson 1: Cash Management
            • Create Bank Accounts
            • Describe Data Exchange Definitions
            • Configure Payment Methods
            • Set Up Customers and Vendors
            • Relationship Between Customer and Customer Ledger Entries
            • Relationship Between Vendor and Vendor Ledger Entries
            • Set Up Customer Bank Accounts
            • Set Up Vendor Bank Accounts
            • Set Up Payment Registrations
            • Enable Customer Payments Through Payment Services
            • Summary of Cash Management
          • Lesson 2: Charitable Donations and Receipts
          • Lesson 3: Bank Deposits
          • Lesson 4: Cash Management Reporting
        • Bank Account Reconciliation
          • Lesson 1: Bank Account Reconciliation
            • Introduction To and Completing the Reconciliation Process
            • Post the Bank Account Reconciliation
            • Import a Bank Statement
            • Undo a Bank Account Reconciliation
            • Summary of Bank Account Reconciliation
        • Document Layouts
          • Lesson 1: Document Layouts
            • Overview of Report and Document Layouts
            • Create and Modify a Custom Report or Document Layout
            • Update Report or Document Layouts
            • Change Which Layout is Currently Used on a Report
            • Implement Report Selections
            • Manage Saved Settings for Reports
            • Exercise - Change the Layout Currently Used on a Report
            • Summary of Report and Document Layouts
        • Workflows
          • Lesson 1: Workflows Overview
          • Lesson 2: Create a Workflow from a Template
          • Lesson 3: Assign Approvers to a Workflow
          • Lesson 4: Workflow Notifications
          • Lesson 5: Job Queue Setup
          • Lesson 6: Approval Workflow Demonstration
          • Lesson 7: Set Up Workflows for Automation
          • Lesson 8: Approval Administrator
        • Fixed Assets
          • Lesson 1: Tangible Capital Asset (TCA) Posting
        • Change Log
          • Lesson 1: Change Log Setup
          • Lesson 2: Select Data to Track
          • Lesson 3: View and Export
      • eLearnings
        • Sparkrock 365 User Groups Update: Preparing for Security Groups
        • What's New in Sparkrock 365 version 24.5
        • Finance Approval Rules eLearning Workshop
        • Enhancing Nonprofit Reporting in your Financial Software with Power BI
        • Data Driven Decisions: Sparkrock 365 Financial Analysis Workshop
        • Empowering Nonprofit Decision-Making: Introducing AI-enabled ERP with Sparkrock
        • Power BI: Finance Workshop
        • Budgeting Unleashed in Sparkrock 365
        • Exploring the New mySparkrock Mobile Experience
        • Mastering Permissions in Sparkrock 365
        • From Complexity to Clarity: Navigating Sparkrock 365 Configuration Packages
        • Web Service Integration in Sparkrock 365: Unleashing Powerful Reporting and Record Management
        • Setting your Sparkrock 365 Upgrade Window
        • How Secure is Sparkrock 365?
        • Set Up Reports in Power BI
        • Build Reports Using Account Schedules
        • Introduction to Power BI
        • Electronic Funds Transfer
        • Grant and Project Tracking
        • Procurement Control Strategies
        • Tips to Build Your Dashboards in Power BI
        • Accounts Payable Batch Management
        • Fiscal Year-end Process in Sparkrock 365
        • Powering a Modern Workplace with Sparkrock 365 - Why a Microsoft Cloud Foundation Matters
      • Upgrade Deep Dives
        • Unlock the Power of the Cloud: The Sparkrock 365 Migration Product Showcase
        • Migration Webinar: Navigating the Transition and Upgrading to Sparkrock 365
        • Accounts Payable and Accounts Receivable
        • General Ledger
      • Product Updates
        • Version 25.3 for Sparkrock 365 2024 Release Wave 2
        • Version 24.5 for Sparkrock 365 2024 Release Wave 1
        • Version 22.7 for Sparkrock 365 2023 Release Wave 1
        • Version 22.6 for Sparkrock 365 2023 Release Wave 1
        • Version 22.5 for Sparkrock 365 2023 Release Wave 1
        • Version 22.4 for Sparkrock 365 2023 Release Wave 1
        • Update 21.3 for Sparkrock 365 2022 Release Wave 2
        • Sparkrock 365 2022 Release Wave 2
        • Sparkrock 365 2022 Release Wave 1
        • Sparkrock 365 2021 Release Wave 2
      • User Groups
        • Health Unit User Group Sessions
        • K-12 and Education User Group Sessions
        • Finance Customer User Group Sessions
      • Customer Events
    • Human Capital Management Learning Path
      • Learning Modules
        • Introduction to Sparkrock 365
          • Lesson 1: What is Sparkrock 365?
          • Lesson 2: Sparkrock 365 Quickstart
          • Lesson 3: Basic Sparkrock 365 Navigation
          • Lesson 4: Getting Your Work Done in Sparkrock 365
          • Lesson 5: Personalize Sparkrock 365
          • Lesson 6: Share and Export from Sparkrock 365
        • HR Requests
          • Lesson 1: Employee Lifecycle and HR Requests
          • Lesson 2: Processing HR Requests
          • Lesson 3: New Hire HR Requests
          • Lesson 4: Details Change HR Requests
          • Lesson 5: Assignment Transfer HR Requests
          • Lesson 6: Additional Assignment HR Requests
          • Lesson 7: Leave HR Requests
          • Lesson 8: Return to Work HR Requests
          • Lesson 9: Termination and Rehire HR Requests
          • Lesson 10: Record of Employment (ROE) HR Requests
          • Lesson 11: HR Request Worksheet
        • Employees
          • Lesson 1: Employees and Employee Card pages
          • Lesson 2: Employee Classes
          • Lesson 3: HR Employee Assignments
          • Lesson 4: Employee Attendance Plans
          • Lesson 5: Employee Benefits
          • Lesson 6: Employee HR Tasks
        • HR Positions
          • Lesson 1: Building Blocks for HR Positions
          • Lesson 2: HR Positions
        • Appraisals
          • Lesson 1: Appraisals Overview
          • Lesson 2: Generate and Complete Appraisals
        • Qualifications and Training
          • Lesson 1: Qualifications Overview
          • Lesson 2: Assign Qualifications
          • Lesson 3: Training Overview
          • Lesson 4: Register for a Training Event
          • Lesson 5: View Training History
          • Lesson 6: Schedule a Training Event
          • Lesson 7: Training Notifications
          • Lesson 8: Close a Completed Training Event
          • Lesson 9: Apply and View Employee Qualifications
        • HR Tasks
          • Lesson 1: HR Task Type Fields and Impacts
          • Lesson 2: Assign HR Tasks
          • Lesson 3: Employee HR Tasks Process Flow
          • Lesson 4: Manager HR Tasks Process Flow
        • Union and Grievance Management
          • Lesson 1: Unions Overview
          • Lesson 2: Assign Unions to HR Positions, HR Position Classes, and Employees
          • Lesson 3: Collective Agreements
          • Lesson 4: Create Grievances
          • Lesson 5: Grievance Related Items
          • Lesson 6: Grievance Dashboard
        • Attendance Plans
          • Lesson 1: Introduction to Attendance Plans
          • Lesson 2: Causes of Absence
          • Lesson 3: Create a Cause of Absence
          • Lesson 4: Accrual Calculation Rules
          • Lesson 5: The Attendance Plan
          • Lesson 6: Attendance Plan Lines
        • Time Entry
          • Lesson 1: Time Entry Overview - Time Entry versus Scheduling
          • Lesson 2: Elements of Time Entry Overview
          • Lesson 3: Time Entry Activities
          • Lesson 4: Time Entry Units
          • Lesson 5: Time Entry HR Positions
          • Lesson 6: Data Entry Models and Approval Groups
          • Lesson 7: mySparkrock User Setup for Time Entry
          • Lesson 8: Time Entry Setup Part 1
          • Lesson 9: Time Entry Setup Part 2
          • Lesson 10: Time Sheet Entry and Time Line Detail
          • Lesson 11: Load Time Entry Records into the Compensation Journal
        • Payroll Administration
          • Lesson 1: Introduction to Payroll Administration
          • Lesson 2: Compensation Journal Templates
          • Lesson 3: Compensation Journal Load Overview
          • Lesson 4: Compensation Journal Load Part 1
          • Lesson 5: Compensation Journal Load Part 2
          • Lesson 6: Compensation Journal Load Part 3
          • Lesson 7: Payroll Comparison Analysis
          • Lesson 8: Compensation Journal Features and Tools
          • Lesson 9: Send the Compensation Journal to Payroll and Create the Payroll Processing Batch
          • Lesson 10: Batch Payroll Processing List
          • Lesson 11: Reprocess Individual Employees
          • Lesson 12: Batch Payroll Processing Fields and Features
          • Lesson 13: Edit Payroll Documents and Payroll Calculation Lines
          • Lesson 14: Generate an EFT and Checks
          • Lesson 15: Post Payroll and Post the Compensation Journal
        • Scheduling
          • Lesson 1: Schedule Setup General Settings
          • Lesson 2: Schedule Setup Error and Warning Settings
          • Lesson 3: Schedule Setup Email Setup
          • Lesson 4: Schedule Setup Schedule Unit Defaults Settings
          • Lesson 5: Schedule Units Overview
          • Lesson 6: Schedule Unit Activities
          • Lesson 7: Schedule Unit Positions
          • Lesson 8: Schedule Unit Employees
          • Lesson 9: Create a Schedule Template
          • Lesson 10: Create Shifts for a Schedule Template Method 1
          • Lesson 11: Copy a Schedule Template Shift
          • Lesson 12: Create Shifts for a Schedule Template Method 2
          • Lesson 13: Create a Schedule
          • Lesson 14: Review Shift Warnings and Validate Shifts
          • Lesson 15: Publish Shifts for a Schedule
          • Lesson 16: Reopen a Shift
          • Lesson 17: Approve Shifts in Sparkrock 365
          • Lesson 18: Offer a Shift and Process a Bid
          • Lesson 19: Request a Change to a Shift
          • Lesson 20: Request an Absence
          • Lesson 21: Approve Shifts in mySparkrock
          • Lesson 22: Scheduling and the Compensation Journal
        • Year-end T4 Processing
          • Lesson 1: T4 Report Settings
          • Lesson 2: T4 Distribution Management
          • Lesson 3: Generate T4s
        • Change Log
          • Lesson 1: Change Log Setup
          • Lesson 2: Select Data to Track
          • Lesson 3: View and Export
        • Salary Management
          • Lesson 1: Set Up Pay Grids
          • Lesson 2: Apply a Pay Grid to Employees
          • Lesson 3: Update Pay Grids and Assignments
          • Lesson 4: Set Up Salary Progression
          • Lesson 5: Assign Progression Methods
          • Lesson 6: Run Salary Progression
          • Lesson 7: Employee Experience and Seniority
          • Lesson 8: Employee Experience Worksheet
          • Lesson 9: Retro Pay for Individuals
          • Lesson 10: Mass Retro Pay for Grid Changes
      • eLearnings
        • Sparkrock 365 User Groups Update: Preparing for Security Groups
        • What's New in Sparkrock 365 version 24.5
        • Data-driven HR — Maximizing Nonprofit Reporting Efficiency with Power BI
        • Transform Your HR Reporting Game: Power BI HR Workshop
        • Empowering Nonprofit Decision-Making: Introducing AI-enabled ERP with Sparkrock
        • Exploring the New mySparkrock Mobile Experience
        • Mastering Permissions in Sparkrock 365
        • From Complexity to Clarity: Navigating Sparkrock 365 Configuration Packages
        • Web Service Integration in Sparkrock 365: Unleashing Powerful Reporting and Record Management
        • Setting your Sparkrock 365 Upgrade Window
        • How Secure is Sparkrock 365?
        • Get Employee, Payroll Trends, and Information out of Sparkrock 365
        • Set Up External HR Users to Process HR Requests
        • Payroll Remittances, T4/W2 Setup, and YTD Adjustments
        • Retro Pay
        • Introduction to Power BI
        • Hire the Best Employees Using Applicant Tracking
        • Tips to Build Your Dashboards in Power BI
        • HR Tasks in Sparkrock 365
        • Powering a Modern Workplace with Sparkrock 365 - Why a Microsoft Cloud Foundation Matters
      • Upgrade Deep Dives
        • Unlock the Power of the Cloud: The Sparkrock 365 Migration Product Showcase
        • Migration Webinar: Navigating the Transition and Upgrading to Sparkrock 365
        • Benefit Management
        • Hiring, Terminations, and HR Requests
        • Payroll Calculations and Processing
        • Attendance Management, Requests, and Accruals
        • Seniority and Experience Tracking
      • Product Updates
        • Version 25.3 for Sparkrock 365 2024 Release Wave 2
        • Version 24.5 for Sparkrock 365 2024 Release Wave 1
        • Version 22.7 for Sparkrock 365 2023 Release Wave 1
        • Version 22.6 for Sparkrock 365 2023 Release Wave 1
        • Version 22.5 for Sparkrock 365 2023 Release Wave 1
        • Version 22.4 for Sparkrock 365 2023 Release Wave 1
        • Update 21.3 for Sparkrock 365 2022 Release Wave 2
        • Sparkrock 365 2022 Release Wave 2
        • Sparkrock 365 2022 Release Wave 1
        • Sparkrock 365 2021 Release Wave 2
      • User Groups
        • Health Unit User Group Sessions
        • K-12 and Education User Group Sessions
        • HCM Customer User Group Sessions
      • Customer Events
    • User Administration Learning Path
      • Learning Modules
        • Sparkrock 365 User Administration
          • Lesson 1: Demystifying Users and Permissions
          • Lesson 2: Add a User in the Microsoft 365 admin center, Assign a License, and then Synchronize the User to Sparkrock 365
          • Lesson 3: Roles and Permissions
          • Lesson 4: Determining Roles and Groups
          • Lesson 5: Creating User Groups and Permission Sets
          • Lesson 6: Consolidate Permission Sets
          • Lesson 7: Giving Permissions to a User
          • Lesson 8: Exclude Functionality with Permission Sets
          • Lesson 9: Security Filters
          • Lesson 10: Application Area Setup
          • Lesson 11: Limited Access Application Area Setup
        • mySparkrock User Administration
          • Lesson 1: mySparkrock Introduction
          • Lesson 2: mySparkrock User and mySparkrock User Setup
          • Lesson 3: Add a mySparkrock User
          • Lesson 4: mySparkrock User Profiles
          • Lesson 5: mySparkrock User Administration Settings
          • Lesson 6: mySparkrock Security Filters
          • Lesson 7: mySparkrock Alternates
          • Lesson 8: Automatically Create a mySparkrock User
      • eLearnings
        • Sparkrock 365 User Groups Update: Preparing for Security Groups
        • Mastering Permissions in Sparkrock 365
        • How Secure is Sparkrock 365?
    • Additional resources
      • Sparkrock 365 Help
      • mySparkrock Help
      • Sparkrock Support
      • Sparkrock Ideas
      • www.sparkrock.com
All Rights Reserved | Sparkrock © 2025

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    • Lesson 3: View and Export

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    Lesson 3: View and Export


    4 minutes

    Topics:

    • Review and Find Entries
    • Filter and Export
    • Create Retention Policy
    Related Sparkrock 365 Help links:
    • Auditing Changes in Business Central

    Related Information

    Change Log

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