PowerHRP v5.0
System Administration Basic (one day) - Code HRPSAB
This course is designed for
those who will be configuring and using Platinum PowerHRP v5.0
product. In this class, students will learn about the environment
requirements of Platinum PowerHRP v5.0 product, and installation
and setup procedure. A solid knowledge of Microsoft Windows
is a preparation for this course. Topic
covered:
This course
is an introduction to the Platinum PowerHRP v5.0 system and
accounting system (Various accounting system) interface, introduce
how to track and allocate payroll expenses to cost centers
by each employee class and payroll category and how to allocate
salary to more than 30 cost center. The class includes hand
on exercise. Knowledge of basic accounting concepts is preferred. Topics
covered:
This
course will introduce how to provides a reporting solution that
facilitates the generation of various management reports which
assist senior management in evaluating payroll and human resources
information necessary to make prudent and informed management
decisions. The system can track, process, and analyze valuable
data that can be applied to various reports. The class includes
hand on exercise. Topics
Covered:
Use Report Designer
to Generate Employee Profile Report
This covers the principles
of the principle of Payroll in an interactive lab environment.
It is designed for individuals who are involved in the analysis,
configuration, and support of Platinum OPUS HR/Payroll system.
Participants will walk through the various menus options learning
Payroll parameter configuration and calculation procedures;
process flows within the ledger and techniques for interfacing
with the Human Resource system. The class includes hand on exercise. Topics Covered:
Defining Global Processing Parameters;
Defining Payroll Items;
IIT Code Table Setup and Calculate IIT;
Macro Setup;
How to Setup Allowance Calculation Formula;
How to Setup Bonus Calculation Formula;
How to Setup Bonus IIT Allocation;
How to Social Charge Items Calculation Formula (e.g.
Pension, Housing Fund, Medical, Union Fee and Accrued
Payroll Items, etc.);
How to Generate Bank Required Data Files for Autopay
Automatically;
How to Generate IIT Report Required by Tax Bureau
Automatically;
How to Process the Salary for Pieces Worker, Laid-off/Retired
Employee, Part-Time Employee, and Expatriate Employee.
Audit trial prior to payroll
calculation to check setting and data.;
PowerHRP v5.0 Human Resource Management(2 days) - Code HRPHRM
This course will introduce
how to manage and track information of the employee's entire
term with the company from probation to retirement/termination,
leaves and other movement within the organization. The class
includes hand on exercise. Topics Covered:
Employee
Flow Chart
Review
Manager
Recruitment
Manager
Company
Assets Manager
Mail
Merge Manager
Head
Count Manager
Customize
5 organization level based on customer's requirements
Position
Manager
Organization
Chart
Training
Manager
Termination
Manager
Label
Manager
Attaches
various files to the record of each employee.
Award & Discipline Manager
Comprehensive employee information
management, including demographic, personal, health,
education, skill, work experience training history,
contract history, service agency, emergence contact,
and family relation.
Calculate and track annual leaves
by different employee class.
User definable fields, including
character, date, numeric and memo types
Track employee's movement
Reminder Setup to reminds user
via memo function to perform. tasks on a timely basis
Audit trail of modifications
to employee files with reasons.
Generating Standard Reports
PowerHRP v5.0 System (Five Days) - Code HRPS
This course is designed for
all who will use PowerHRP v5.0s. It covers introduction of all
the modules of PowerHRP 5.0 from system administration to payroll
processing to HR management to reports generating. The class
includes hand on exercise. A solid knowledge of Microsoft Windows
is a preparation for this course. Topics Covered:
Installation
and Setup Procedure
Recruitment
Management
Add
New Employee
System
configuration - Class & Company setup
Employee Basic Information
Payroll Process
HR
Function - Training, Performance & Company Asset
This course will introduce
how to provides a reporting solution that facilitates the generation
of various management reports which assist senior management
in evaluating payroll and human resources information necessary
to make prudent and informed management decisions. The system
can track, process, and analyze valuable data that can be applied
to various reports. The class includes hand on exercise. Topics Covered:
Use Report Designer to Generate
Employee Profile Report
This covers
the principles of the principle of Payroll in an interactive
lab environment. It is designed for individuals who are involved
in the analysis, configuration, and support of Platinum PowerHRP
6.0 system. Participants will walk through the various menus
options learning Payroll parameter configuration and calculation
procedures; process flows within the ledger and techniques for
interfacing with the Human Resource system. The class includes
hand on exercise. Topics Covered:
Defining
Global Processing Parameters;
Defining Payroll Items;
IIT Code Table Setup and
Calculate IIT;
Macro Setup;
How to configure Allowance
calculation;
How to configure Bonus
calculation;
How to Setup Bonus IIT
Allocation;
How to Social Charge Items
Calculation Formula (e.g. Pension, Housing Fund, Medical,
Union Fee and Accrued Payroll Items, etc.);
How to Generate Bank Required
Data Files for Autopay Automatically;
How to Generate IIT Report
Required by Tax Bureau Automatically;
How to Process the Salary
for Pieces Worker, Part-Time Employee, and Expatriate
Employee.
Audit trial prior to payroll
calculation to check setting and data;
PowerHRP v6.0 Human Resource Management
(2 days) - Code HRPHRM60
This course will introduce how to
manage and track information of the employee's entire term with
the company from probation to retirement/termination, leaves
and other movement within the organization. The class includes
hand on exercise. Topics Covered:
Review
Manager
Recruitment Manager
Company Assets Manager
Head Count Manager
Customize 5 organization
level based on customer's requirements
Position Manager
Position Manager and Organization
chart
Training Manager
Employee status Manager
Attaches various files
to the record of each employee.
Award & Discipline
Manager
Comprehensive employee
information management, including demographic, personal,
health, education, skill, work experience training
history, contract history, service agency, emergence
contact, and family relation.
Calculate and track annual
leaves by different employee class.
User definable fields,
including character, date, numeric and memo types
Track employee's movement
Reminder Setup to reminds
user via memo function to perform. tasks on a timely
basis
Audit trail of modifications
to employee files with reasons.
Generating Standard Reports
PowerHRP v6.0 System (5 days) - Code
HRPS60
This course is designed for all who
will use PowerHRP v6.0. It covers introduction of all the modules
of PowerHRP v6.0 from system administration to payroll processing
to HR management to reports generating. The class includes hand
on exercise. A solid knowledge of Microsoft Windows is a preparation
for this course. Topics Covered:
Installation
and Setup Procedure
Recruitment Management
Add New Employee
System configuration -
Class & Company setup
Employee Basic Information
Payroll Process
HR Function - Training,
Performance & Company Asset
Customized Macro
User-defined Report
PowerHRP v6.0 Summary of Change (1 days)
- Code HRPUP
This covers the system introduction of
functional change of Power HRP 6.1. It is designed for individuals
who have already used PowerHRP 5.0 as their HR information system
for years and eager to know what's the new functional change
and enhancement of the latest Power HRP6.1. After the training,
participants can obtain a general knowledge of Platinum's latest
version so that they can make the right decision whether to
conduct the system upgrade project. Topics Covered:
New
module list(Budget manager, Employee status manager
etc.)
Improved module(Position,
Recruitment, Training manager etc.)
Technical improvement
Functional improvement( Fuzzy Match, Two Payroll
Process Per Month etc.)
External Utility programs
System Requirement for upgradingt
Security enhancement
Platinum
For Windows
Platinum for Windows System
(Five Days)-- Code PFWS
This course is designed for
those who will use Platinum for Windows. It covers introduction
of the basic modules of Platinum for Windows from account receivable
to account payable to General Ledge to inventory and etc. The
class includes hand on exercise. Knowledge of basic accounting
concepts is preferred. Topics Covered:
General Ledge
Account Receivable
Account Payable
Inventory
Bankbook
Sales Order
Purchase Order
Multi-Currency
Platinum
for Windows General Ledger Standard (One Day) Code PFWGL
This class covers the principles
of the General Ledger - Standard Edition in an interactive lab
environment. It is designed for individuals who are involved
in the analysis, configuration, and support of financial software.
Participants will walk through the various menu options learning
configuration procedures; process flows within the ledger and
techniques for interfacing with the sub systems (AR, AP, etc.).
This class will also cover the multi- currency application and
its relation to the ledger. It does not cover FRx. The prerequisite
is the Introduction to Platinum for Windows?Class. Topics Covered:
Chart of Accounts Maintenance
Multiple Currencies
Batch Transaction Processing
Period Close Processing
Year End Close Processing
Spreadsheet Import
Platinum
Accounts Payable(One Day) Code PFWAP
This class is an introduction
to the Platinum for Windows Accounts Payable application. The
class includes hands on exercises. Knowledge of basic accounting
concepts is preferred.
Topics
Covered:
Configuring Accounts Payable
Maintaining Vendors
Processing Vouchers (Invoices)
Processing Payments/Adjustments
Generating Reports
Period End Procedures
Platinum for Windows Purchase
Order (One Day) Code PFWPO
This class is an introduction
to the Platinum for Windows Purchase Order application. The
class includes hands on exercises. Knowledge of basic accounting
concepts is preferred.
Topics
Covered:
Configuring Purchase Order
Maintaining Vendors
Processing Purchase Orders
Processing Receipts
Generating Reports
Period End Procedures
Platinum
for Windows Project Costing (One Day) Code PFWPC
This class covers the principles
of Project Costing in an interactive lab environment. It is
designed for individuals who are involved in the analysis, configuration,
and support of financial software. Participants will walk through
the various menu options learning configuration procedures;
process flows within the ledger and techniques for interfacing
with the sub systems (GL, AP, etc.).
Topics
Covered:
Setting Up Project Costing
Project Costing System Configuration
Master File Maintenance
Transaction/Budget Processing
Period End Processing
Reports
Platinum
for Windows Year End Processing (One Day) Code PFWYE
One of the most common support
requests we receive from our users is for advice on how to perform
the year-end processing steps in Platinum for Windows. In response
to this we are offering a Year-End Processing refresher course,
which will teach users of Platinum for Windows all the tips
to performing a successful Year-End.
Topics
Covered:
Step by Step to Perform YE Close
Effects & Results of YE Closesing
How to make YE Adjustments
How to generate YE reports
Preparation for YE close
Recommended Backups
Platinum
for Windows System Administration Basic (One Day)-- Code PFWSAB
This course is designed for
those who will be configuring and using the new Platinum for
Windows product. In this class, students will learn about the
new three-tier, client-server architecture of the Platinum for
Windows product, and installation and setup procedures. A solid
knowledge of Microsoft Windows is a prerequisite for this course. Topics Covered:
Three-Tier, Client-Server
Architecture
System Requirements
Server Installation
Client Installation
Application Server/Queue
Manager
Using Setup Wizards
Company Database Setup
User Security Setup
Screen Templates
Using Explorer
Platinum
for Windows System Administration Advanced (One Day) Code PFWSAA
This
course is designed for those who will be configuring and using
the new Platinum for Windows product with the Client/Server
System Manager. A pre-requisite is the PFW System Administration
Basic class. Attendees will also gain knowledge of how to interface
external systems to and from PFW modules. A solid knowledge
of Microsoft Windows is a prerequisite for this course.
Topics
Covered:
Installation of Pervasive.SQL
Database Overview
Database Management Utilities
Database Backup and Restore
Database Archive/Purge
Data Export to Excel
Email Integration of Reports
Upgrade Procedures
Support FAQs/Error Messages
Support Procedures/Web Site
Remote Support (FTP, PCAnywhere)
Platinum
for Windows Premier Financial Applications (Two Days)Code PFWPL
This class is a continuation
of the PFW General Ledger-Standard Edition course. It covers
the added general ledger functionality that is only available
with the Premier edition of the ledger. (This includes the Premier
Translations, Premier Consolidations, and Premier Inter-Company
applications.) You must attend the Standard Ledger class first.
You will be given the opportunity to work with the various Premier
applications and to experience first-hand the principles of
this comprehensive general ledger system. This course is for
individuals who are involved in the analysis, recommendation,
installation, configuration and use of accounting software.
The Introduction to Platinum for Windows class and the Platinum
for Windows Standard Edition class are prerequisites for this
course. Also, the Platinum Core Applications course and a working
knowledge of FRx are strongly recommended.
Topics
Covered:
IAdditional Premier Ledger functionality
Premier Translations
Premier Consolidations
Premier Inter-Company
Platinum
for Windows Accounts Receivable (One Day) Code PFWAR
This class is an introduction
to the Platinum for Windows Accounts Receivable application.
The class includes hands on exercises. Knowledge of basic accounting
concepts is preferred.
Topics
Covered:
Configuring Accounts Receivable
Maintaining Customers
Processing Invoices
Processing Payment Receipts/Adjustments
Generating Reports
Period End Procedures
Platinum
for Windows Sales Order (One Day) Code PFWSO
This class is an introduction
to the Platinum for Windows Sales Order application. The class
includes hands on exercises. Knowledge of basic accounting concepts
is preferred:
Topics
Covered:
Configuring Sales Order
Maintaining Customers
Processing Sales Orders
Processing Shipments
Generating Reports
Period End Procedures
Platinum
for Windows Inventory (One Day) Code PFWIN
This class is an introduction
to the Platinum for Windows Inventory application. The class
includes hands on exercises. Knowledge of basic accounting concepts
is preferred:
Topics
Covered:
Configuring Inventory
Maintaining Items/Locations
Costing Methods
Processing Inventory Transactions
Serial/Lot Tracking
Processing Physical Count (Stock
Take)
Generating Reports
Period End Procedures
PowerBooks
PowerBooks
System Setup(1 Day)-Class Code: PBSM
This course is designed for
those who will be configuring and using the new PowerBooks product.
In this class, students will learn about the Installation, System
Management & Configuration and the key issue to think of
before starting.
Topics
Covered:
System Overview
System Management
System File Maintenance
Decide the key issues to setup
your system
Decide your Chart of Account
Structure
Decide how to use Analysis Code
to track your project, sales region etc.
Decide your document types
Decide how many amount types
needed Discussion
System Installation
System Backup & Restore
Company Setup
User Security Setup
User Setup
Language Setup Exercise
Introduction on each file maintenance
item Exercise
