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FreeBalance Training Schedule

Training Notes

Course dates, times and rates are subject to change at FreeBalance's discretion.

Classes may be canceled if a minimum number of students do not enroll. If the class is canceled by FreeBalance, you will be notified prior to the class start date.

A 50% cancellation fee will apply if the student cancels less than one week before the start date of the course. A 100% cancellation fee will apply if the student cancels less than 48 hours before the start date of the course or does not show up and does not cancel. All student cancellations must be in writing (email or fax).

Download the Information and Registration Form >>

Once you have completed the Information and Registration Form, please submit it to canadiansales@freebalance.com.

FreeBalance Accountability Suite

FreeBalance Purchasing

FreeBalance Core Financials

FreeBalance FA Controls

FreeBalance Revenues

FreeBalance FA Technical Training - Oracle

FreeBalance FA Technical Training - Microsoft SQL Server

FreeBalance Performance Budgeting for Human Capital

PBHC - End User Training

PBHC - Technical Training

PBHC - Year End Training

For more information about the training courses or scheduled dates, please contact FreeBalance Sales at canadiansales@freebalance.com.

Download the Information and Registration Form >>

Once you have completed the Information and Registration Form, please submit it to canadiansales@freebalance.com.

A confirmation e-mail will be sent to participants following registration.

Course details will be sent to all participants the week before training.

Updated: December 6, 2011

Course Title: Introduction to FreeBalance Financials

Course Objective:

Introduction to FreeBalance Financials is an intensive introductory course designed to help you get the most from FreeBalance Financials - the core component of the FreeBalance Accountability Suite. FreeBalance Financials offers all of the fundamental corporate and budget/project-level management functionality required for an integrated financial management system. This course provides an in-depth view of the following sub-modules: FreeBalance Appropriations, FreeBalance General Ledger (G/L), and FreeBalance Expenditures; (also includes highlights of FreeBalance Controls).

Target Audience:

Prerequisites:

Topics Covered:

FreeBalance General Ledger (G/L) sub-module

FreeBalance Expenditures sub-module

Course Title: FreeBalance Controls

Course Objective:

Target Audience:

Prerequisites:

Topics Covered:

System Parameters

System Security

Chart of Accounts Setup

User Preferences

Table Data & Impact of Tables on the Application

Course Title: FreeBalance Purchasing

Course Objective:

Target Audience:

Prerequisites:

Topics Covered:

Setup of Requisitions and Purchase Orders

Receivership or Return of Goods and/or Services Under Established Purchase Orders

Tracking of Contractual and Material Management Information

Course Title: FreeBalance Revenues

Course Objective:

Target Audience:

Prerequisites:

Topics Covered:

Accounts Receivable

Collection Activity

Inquiries and Reporting

Controls Tables and Interfaces

Course Title: FreeBalance Assets

Course Objective:

Target Audience:

Prerequisites:

Topics Covered:

Recording and Tracking of Assets

Principles of Inventory Control and Asset Management

Auditing

Calculation of Depreciation

Inquiries and Reporting

Course Title: FreeBalance Financials Technical Training (SQL or Oracle)

Course Objective:

Target Audience:

Prerequisites:

Topics Covered:

System architecture

Course Title: FreeBalance Financials Train-the-Trainer

Course Objective:

Target Audience:

Prerequisites:

Topics Covered:

Course Title: FreeBalance Financials Advanced Functional Training

Course Objective:

Target Audience:

Prerequisites:

Topics Covered:

Course Title: FreeBalance Financials Fiscal Year End Training

Course Objective:

Target Audience:

Prerequisites:

Topics Covered:

Course Title: FreeBalance Performance Budgeting for Human Capital - User Training

Course Objective:

Target Audience:

Prerequisites:

Topics Covered:

Course Title: FreeBalance Performance Budgeting for Human Capital - Technical Training

Course Objective:

Target Audience:

Prerequisites:

Topics Covered:

• PBHC System Architecture Concepts
• PBHC Architecture
• PBHC Deployment Methodology
• Environment Console
• Partitions
• Reporting Users
• Data Warehouse Users
• Reporting and Data Warehouse User Cleanup
• Application Server Installation
• Database installation, setup and configuration
• Client installation
• Database Removal
• Application Server Removal
• Concurrent Application Server Deployment

Course Title: FreeBalance Performance Budgeting for Human Capital - P5: Budgeting and Forecasting - System Administration

Course Objective:

Target Audience:

Prerequisites:

Topics Covered:

P5: Budgeting and Forecasting Module - System Administrator Functions

Course Title: FreeBalance Performance Budgeting for Human Capital - P6: Payroll

Course Objective:

Target Audience:

Prerequisites:

Topics Covered:

P6: PAYROLL AND FINANCIAL MODULE – SYSTEM ADMINISTRATOR FUNCTIONS

Course Title: FreeBalance Performance Budgeting for Human Capital - P7: Human Resources / P8: Leave Banks and Liabilities - System Administrator

Course Objective:

Target Audience:

Prerequisites:

Topics Covered:

P7: HUMAN RESOURCES MODULE – SYSTEM ADMINISTRATOR FUNCTIONS

P8: LEAVE BANKS AND LIABILITIES MODULE – SYSTEM ADMINISTRATOR FUNCTIONS

Course Title: Performance Budgeting for Human Capital: (2 days) System Administrator Training Agenda

Overview of the Salary Management Modules:

• P5.Budgeting and Forecasting Module
• P6.Payroll and Financials Module
• P7.Human Resources Module
• P8.Leave Banks and Liabilities Module

Course Objective:

Target Audience:

Prerequisites:

End User FreeBalance Performance Budgeting for Human Capital.

Interaction with departmental systems:

• Human Resources System
• Financial System

Inter-Relationship of key tables in PBHC:

• Employee, Position, Assignments, Expenditures, Reports, etc.

System Management Components - Technical

• Optimum Setup (Application Server vs Database Server)
  
• Oracle Sessions
• Partitions
  
• Replicates
  
• Icon Properties
  
• Active Sessions
  
• Locks Definition
  
• Active Locks
  
• PBHC Environment Management
  
• Check Database Integrity
  
• Update Database Definition
  
• Registered Workstation
  
• Secondary Database Connections (Data Warehousing and Reports)

System Management Components - Functional

• Security and Access Control
• FCB Validation
  
• Procedures Library
  
• Situation and Assignment Synchronization
  
• System Parameters
  

P5: BUDGETING AND FORECASTING MODULE – SYSTEM ADMINISTRATOR FUNCTIONS

• Groups and Classifications
• Cost Items and Cost Item Scale/Collective Agreements (Maintenance)
• Situation Codes (Default Values)
• Pay Schedule, Work Schedule
• Cost Item Attribution
• FY Closing/Opening
• Accounting Period Closing/Opening
• Messaging
• Reports (Null Values, Reports View Definition)
• Scenario (Deletion, Extending Fiscal Year, Fiscal Year Dependency of Tables,
  Rollback Function)
• Batch Updates (Reorganization, Impact on Expenditures)

P6: PAYROLL AND FINANCIAL MODULE  – SYSTEM ADMINISTRATOR FUNCTIONS

• FCB Import
• Budgets Import
• Payroll Import, Processing and Export
• PAYROLL AND JV IMPORT/EXPORT
1. Pay Entitlement Cost Items
2. Pay Entitlement Codes Matrix
3. Specific Distribution Rules
4. Payroll - Processing Action Configuration
5. Payroll Import
6. Payroll Processing
7. Payroll Export
8. Accounting Period Access Restrictions Flags
• Accruals Generation and Export
• Commitments Definition, Generation and Export
• Forecasts Definition, Generation and Export
• Tasks Scheduler Functionality
• Steps used by Payroll Process  (Flow chart)

P7: HUMAN RESOURCES MODULE-SYSTEM ADMINISTRATOR FUNCTIONS

• Employee, Position, Assignments (Initial Load vs Permanent Link)
• Staffing Action Request

P8: LEAVE BANKS AND LIABILITIES MODULE – SYSTEM ADMINISTRATOR FUNCTIONS

• Banks Definition (Types)
• Default Rate
• Banks Import
• Liabilities Generation
• Liabilities Export