Learning Modules
Learn about the Sparkrock 365 learning modules that are available to you.
Introduction to Sparkrock 365
Learning objectives:
- What is Sparkrock 365?
- Sparkrock 365 Quickstart
- Basic Sparkrock 365 Navigation
- Getting your work done in Sparkrock 365
- Personalize Sparkrock 365
- Share and Export from Sparkrock 365
General Ledger, Dimensions, and Accounting Setup
53 minutes
Learning objectives:
- Chart of Accounts
- Dimensions and Account Sets
- General Ledger Setup
- General and Recurring Journals
- Month and Year-end Procedures
- General Ledger Balance by Dimension and Analysis Views
Accounts Payable
1 hour 14 minutes
Learning objectives:
- Vendors
- Purchase Invoices
- Payments
- Accounts Payable Batches
- Electronic Funds Transfer (EFT) and Email Remittances
- Accounts Payable Reporting
- Positive Pay
Department Manager Functions
46 minutes
Learning objectives:
- Finance Department Manager Role Center
- Purchase Requisitions
- Payment Requests
- Purchase Receiving
- Approving Requests
Financial Analysis
11 minutes
Purchasing
53 minutes
Learning objectives:
- Vendors
- Purchase Orders
- Receiving Purchase Orders
- Expense Types
- Approved Requisitions
Expense Claims and Purchasing Cards
36 minutes
Learning objectives:
- Expense Claim Workflow and Setup
- mySparkrock Expense Claim Submission
- Expense Claim Approval and Sparkrock 365 Functions
- Purchasing Card (PCard) Workflow and Setup
- Submitting Purchasing Card (PCard) Expenses in mySparkrock
- Purchasing Card (PCard) Processing in Sparkrock
Accounts Receivable
30 minutes
Learning objectives:
- Customers
- Sales Invoices
- Sales Credit Memos
- Accounts Receivable Reporting
Cash Management
1 hour and 9 minutes
Learning objectives:
- Cash Management
- Charitable Donations and Receipts
- Bank Deposits
- Cash Management Reporting
Bank Account Reconciliation
41 minutes
Provides an introduction to bank account reconciliation.
Learn more >Document Layouts
1 hour and 8 minutes
Provides an introduction to document layouts.
Learn more >Workflows
17 minutes
Provides an introduction to workflows, including approval workflows.
Learn more >Fixed Assets
15 minutes
Provides an introduction to Tangible Capital Asset (TCA) Posting.
Learn more >Change Log
12 minutes
HR Requests
1 hour 19 minutes
Learning objectives:
- Employee Lifecycle and HR Requests
- Processing HR Requests
- New Hire HR Requests
- Details Change HR Requests
- Assignment Transfer HR Requests
- Additional Assignment HR Requests
- Leave HR Requests
- Return to Work HR Requests
- Termination and Rehire HR Requests
- Record of Employment (ROE) HR Requests
- HR Request Worksheet
Employees
26 minutes
Learning objectives:
- Employees and Employee Card pages
- Employee Classes
- Employee Assignments
- Employee Attendance Plans
- Employee Benefits
- Employee HR Tasks
HR Positions
12 minutes
Appraisals
16 minutes
Provides an introduction to appraisals, including how to generate and complete appraisals.
Learn more >Qualifications and Training
45 minutes
Learning objectives:
- Qualifications Overview
- Assign Qualifications
- Training Overview
- Register for a Training Event
- View Training History
- Schedule a Training Event
- Training Notifications
- Close a Completed Training Event
- Apply and View Employee Qualifications
HR Tasks
19 minutes
Union and Grievance Management
31 minutes
Learning objectives:
- Unions
- Assign Unions to HR Positions, HR Position Classes, and Employees
- Collective Agreements
- Create Grievances
- Agreement Articles Violated
- Grievance Costs and Attachments
- Advanced HR Setup
- Grievance Resolution Details
- Grievance Dashboard
Attendance Plans
38 minutes
Learning objectives:
- Introduction to Attendance Plans
- Causes of Absence
- Create a Cause of Absence
- Accrual Calculation Rules
- The Attendance Plan
- Attendance Plan Lines
Time Entry
44 minutes
Learning objectives:
- Time Entry Overview: Time Entry versus Scheduling
- Elements of Time Entry Overview
- Time Entry Activities
- Time Entry Units
- Time Entry HR Positions
- Data Entry Models and Approval Groups
- mySparkrock User Setup for Time Entry
- Time Entry Setup
- Time Sheet Entry and Time Line Detail
- Load Time Entry Records into the Compensation Journal
Payroll Administration
1 hour 13 minutes
Learning objectives:
- Introduction to Payroll Administration
- Compensation Journal Templates
- Compensation Journal Load
- Payroll Comparison Analysis
- Compensation Journal Features and Tools
- Send the Compensation Journal to Payroll and Create the Payroll Processing Batch
- Batch Payroll Processing List
- Reprocess Individual Employees
- Batch Payroll Processing Fields and Features
- Edit Payroll Documents and Payroll Calculation Lines
- Generate an EFT and Print Checks
- Post Payroll and Post the Compensation Journal
- Reverse Compensation Ledger Entries
- Absence Payout Requests
Scheduling
1 hour 2 minutes
Learning objectives:
- Schedule Setup
- Schedule Units
- Schedule Unit Activities
- Schedule Unit Positions
- Schedule Unit Employees
- Create a Schedule Template
- Create Shifts for a Schedule Template
- Copy a Schedule Template Shift
- Create a Schedule
- Review Shift Warnings and Validate Shifts
- Publish Shifts for a Schedule
- Reopen a Shift
- Approve Shifts
- Offer a Shift and Process a Bid
- Request a Change to a Shift
- Request an Absence
- Scheduling and the Compensation Journal
Year-end T4 Processing
11 minutes
Salary Management
55 minutes
Learning objectives:
- Set Up Pay Grids
- Apply a Pay Grid to Employees
- Update Pay Grids and Assignments
- Set Up Salary Progression
- Assign Progression Methods
- Run Salary Progression
- Employee Experience and Seniority
- Employee Experience Worksheet
- Retro Pay for Individuals
- Mass Retro Pay for Grid Changes
Sparkrock 365 User Administration
66 minutes
Learning objectives:
- Demystifying Users and Permissions
- Add a User in the Microsoft 365 admin center
- Assign a License
- Synchronize Microsoft 365 admin center Users to Sparkrock 365
- Roles and Permissions
- Determining Roles and Groups
- Creating Security Groups
- Consolidate Permission Sets
- Giving Permissions to a User
- Exclude Functionality with Permission Sets
- Security Filters
- Application Area Setup
- Limited Access Application Area Setup
mySparkrock User Administration
19 minutes
Learning objectives:
- mySparkrock Introduction
- mySparkrock user and mySparkrock User Setup
- Add a mySparkrock User
- mySparkrock User Profiles
- mySparkrock User Administration Settings
- mySparkrock Security Filters
- mySparkrock Alternates
- Automatically Create a mySparkrock User
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