Learning Modules
Learn about the Sparkrock ERP 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
mySparkrock Financial Management
24 minutes
Learning objectives:
- mySparkrock Financial Management
- Purchase Requisitions
- Payment Requests
- Purchase Orders
- Purchase Invoices
- Financial Approval
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 ERP 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 moreDocument Layouts
1 hour and 8 minutes
Provides an introduction to document layouts.
Learn moreWorkflows
17 minutes
Provides an introduction to workflows, including approval workflows.
Learn moreFixed Assets
15 minutes
Provides an introduction to Tangible Capital Asset (TCA) Posting.
Learn moreChange 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 moreQualifications 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
Platform Updates
12 minutes
Sparkrock ERP User Administration
1 hour 9 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 ERP
- 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
- Invite External Users
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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