Purpose
This bulletin provides information on PaySR training for Conversion Group 2, including the new course titled, Reveal Reporting.
The attached training schedule applies only to agencies in Conversion Group 2. Specific training dates for agencies in Conversion Group 3 will be provided in August. This bulletin is being sent to all Payroll Officers and Agency Liaisons.
Coach Training
The role of a coach is to coordinate PaySR training within their agency and serve as a first point of contact. Agency Coaches will attend a four-day course which includes 19 hours of Computer-Based Training (CBT). This is the same CBT course that will be taken by all end users. Also included is a one-day Train-the-Coach session, in which participants will discuss their roles and responsibilities and learn how to coach others, as well as have the opportunity for informal discussion with PaySR functional staff. On the fourth day of training, coaches will complete CBT, work with online help and do exercises using the training data base.
Attachment A provides the Train-the-Coach course description and dates for Conversion Group 2.
CBT Training
Agency Coaches will schedule CBT training for all end users. CBT training for agencies in Conversion Group 2 begins August 3 and should be completed by September 9. This training can be completed at the employee’s PaySR work station, in an agency computer lab or at a regional PaySR training lab. If you plan to use an agency computer lab, it is your responsibility to make the necessary arrangements to have the lab connected to PaySR.
Instructor-Led Training
Coaches will schedule appropriate staff for three instructor-led courses: PaySR for Supervisors and Managers, PeopleSoft Query in PaySR and Reveal Reporting.
PaySR for Supervisors and Managers - This half-day course will explain the functions of the new payroll system and demonstrate how to view information in PaySR. It is designed for users who supervise payroll employees, but will not input information on a day-to-day basis. Participants are encouraged to take introductory CBT training prior to attending the course.
Attachment B provides the course description, suggested prerequisites, and dates for PaySR for Supervisors and Managers.
PeopleSoft Query in PaySR - This one-day course will teach agency payroll data analysts and technical personnel how to design and execute queries in PaySR. As seating is limited, agencies should select two employees who can best serve the agency’s query needs.
Attachment C provides the course description, suggested prerequisites, and dates for PeopleSoft Query in PaySR.
Reveal Reporting - This new half-day course explains how to view, search, print or save standard PaySR reports.
Attachment D provides the course description, suggested prerequisite, and dates for Reveal Reporting.
Next Steps for Conversion Group 2
- By June 26, Liaisons should work with Agency Coaches to select Session I, II, or III for coach training. (We recommend coaches attend training together, but agencies may divide coaches among sessions if needed.) A final coach registration list (agency, agency code, participant name, phone, fax, e-mail address and session selected) should be provided to Theresa Flynn (fax (518) 473-5073, or e-mail [email protected]).
- By June 26, Coaches should develop participant lists for the PaySR for Supervisors and Managers and PeopleSoft Query in PaySR and Reveal Reporting courses, indicating first and second choices for dates from Attachments B, C and D. Lists should be submitted to Theresa Flynn (see above). These lists will be finalized during the Train-the-Coach sessions.
- By August 7, Liaisons should ensure that agency computer training labs are connected to PaySR. If you have any questions concerning connectivity, please talk to your agency technical contact or call Tom Luther at 474-0390 or [email protected]. If you do not have access to a computer lab and would like to use a regional PaySR training lab, please contact Jack McNulty at 473-7494 or [email protected].
Questions on this Bulletin?
- Payroll Officers should contact their Agency Liaison.
- Agency Liaisons should contact their PaySR Representative.
Attachment A
PaySR Train-the-Coach Course Description |
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| Course Overview | Agency coaches will be trained to support end users at agency sites on the use of PaySR. During this course, participants will gain a better understanding of the role and responsibilities of a PaySR Agency Coach. Coaches will also complete PaySR Computer-Based Training. |
| Audience | Agency staff who will be responsible for coordinating PaySR training within their agency and will serve as the first point of contact to provide on-site resolution of day-to-day questions. |
| Course Objectives | Upon completion of this course, participants will be able to:
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| Course Length | Four Days (3 for CBT, 1 for Train-the-Coach) |
| Dates and Locations | Session I
CBT Training - July 13 11:00-4:30 (RTP) Session II CBT Training - July 20 11:00-4:30 (RTP) Session III CBT Training - August 3 11:00-4:30 (RTP) |
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RTP - Rensselaer Technology Park ESP - Empire State Plaza |
When registering for this course, please let us know if you or others will require a reasonable accommodation.
Attachment B
PaySR for Supervisors and Managers Course Description |
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| Course Overview | This course is designed for managers and individuals who supervise users of the PaySR system, but will not use the system day-to-day. Participants will gain an understanding of the major functions of PaySR and how it differs from the existing payroll system.
Participants will learn the basics of viewing information in PaySR (e.g., view an employee’s paycheck data). This material is intended for users who need to see, but not modify, information in PaySR. |
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| Audience | Payroll supervisors and managers. | ||||||
| Prerequisite | The following four lessons of the PaySR Computer-Based Training (CBT) are strongly recommended, but not required.
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| Course Objectives | Upon completion of this course, participants will be able to:
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| Course Length | Half Day | ||||||
| Course Location | Rensselaer Technology Park | ||||||
| Dates |
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When registering for this course, please let us know if you or others will require a reasonable accommodation
Attachment C
PeopleSoft Query in PaySR Course Description |
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| Course Overview | This course is designed for select users who need to generate queries for their agencies. They will create and execute these queries using PeopleSoft Query (PS Query). This course will teach the mechanics of PS Query and will provide an introduction to PaySR records and data needed to create queries. | ||||
| Audience | Two users from each major agency - one technical resource and one business analyst; in the case of larger agencies, more than two users per agency may attend. | ||||
| Prerequisites | Technical Resource Prerequisites:
Business Analyst Prerequisites:
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| Course Objectives | Upon completion of this course, participants will be able to:
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| Course Location | Rensselaer Technology Park | ||||
| Course Length | One Day | ||||
| Dates |
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When registering for this course, please let us know if you or others will require a reasonable accommodation.
Attachment D
Reveal Reporting Course Description |
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| Course Overview | This course is designed for Agency staff who need access to standard reports generated by PaySR. Participants will learn how to search, view, print or save standard PaySR Reports. | ||||
| Audience | Agency payroll report users | ||||
| Prerequisite | Participants should be proficient in Windows. | ||||
| Course Objectives | Upon completion of this course, participants will be able to:
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| Course Length | Half Day | ||||
| Course Location | Rensselaer Technology Park | ||||
| Dates for Conversion Group 2 |
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When registering for this course, please let us know if you or others will require a reasonable accommodation