Learning Modules

Learn about the Sparkrock 365 learning modules that are available to you.

Introduction to Sparkrock 365

Topics:

• 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

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General Ledger, Dimensions, and Accounting Setup

53 minutes

Topics:

• 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

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Accounts Payable

1 hour 14 minutes

Topics:

• Vendors
• Purchase Invoices
• Payments
• Accounts Payable Batches
• Electronic Funds Transfer (EFT) and Email Remittances
• Accounts Payable Reporting
• Positive Pay

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Department Manager Functions

46 minutes

Topics:

• Finance Department Manager Role Center
• Purchase Requisitions
• Payment Requests
• Purchase Receiving
• Approving Requests

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Financial Analysis

11 minutes

Topics:

• Financial Analysis Setup
• Perform a Financial Analysis

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Purchasing

53 minutes

Topics:

• Vendors
• Purchase Orders
• Receiving Purchase Orders
• Expense Types
• Approved Requisitions

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Expense Claims and Purchasing Cards

36 minutes

Topics:

• 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

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Accounts Receivable

30 minutes

Topics:

• Customers
• Sales Invoices
• Sales Credit Memos
• Accounts Receivable Reporting

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Cash Management

1 hour and 9 minutes

Topics:

• Cash Management
• Charitable Donations and Receipts
• Bank Deposits
• Cash Management Reporting

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Bank Account Reconciliation

41 minutes

Provides an introduction to bank account reconciliation.

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Document Layouts

1 hour and 8 minutes

Provides an introduction to document layouts.

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Workflows

17 minutes

Provides an introduction to workflows, including approval workflows.

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Fixed Assets

15 minutes

Provides an introduction to Tangible Capital Asset (TCA) Posting.

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Change Log

12 minutes

Topics:

• Change Log Setup
• Select Data to Track
• View and Export

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HR Requests

1 hour 20 minutes

Topics:

• 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

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Employees

26 minutes

Topics:

• Employees and Employee Card pages
• Employee Classes
• Employee Assignments
• Employee Attendance Plans
• Employee Benefits
• Employee HR Tasks

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HR Positions

12 minutes

Topics:

• HR Position Classes
• HR Departments
• HR Categories
• HR Positions

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Appraisals

16 minutes

Provides an introduction to appraisals, including how to generate and complete appraisals.

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Qualifications and Training

45 minutes

Topics:

• 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

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HR Tasks

19 minutes

Topics:

• HR Task Types
• Assign HR Tasks to Positions and Employees

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Union and Grievance Management

31 minutes

Topics:

• 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

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Attendance Plans

38 minutes

Topics:

• Introduction to Attendance Plans
• Causes of Absence
• Create a Cause of Absence
• Accrual Calculation Rules
• The Attendance Plan
• Attendance Plan Lines

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Time Entry

44 minutes

Topics:

• 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

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Payroll Administration

1 hour 13 minutes

Topics:

• 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

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Scheduling

1 hour 2 minutes

Topics:

• 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

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Year-end T4 Processing

11 minutes

Topics:

• T4 Report Settings
• T4 Distribution Management
• Generate T4s

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Salary Management

55 minutes

Topics:

• 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

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Sparkrock 365 User Administration

66 minutes

Topics:

• 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

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mySparkrock User Administration

19 minutes

Topics:

• 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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Related Information

General Learning Path

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