NetComm, Inc.

Excel Add-in 6

• Beacon Excel Add-In Function Guide
• Excel Add-In Video Overview
• Example Excel Add-In Functions
• Example Reports
• How to Download the Excel Add-In (Self Service)

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Overview 6

• Where to Find Reports - Summary of Every Beacon Finance Page
• How to Find and Change Accounts
• How to Find Historical Data or Change FY
• How to Export Data
• When is data downloaded

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Account Structure 5

• The Account Structure Page
• Ad-Hoc Account View
• Customizing Column Preferences
• Views in Beacon Finance
• Saved Account Reports

Balance 1

• Balance of Accounts

Pending 3

• What are Pending Transactions
• The Open Commitments Screen
• How to Filter and Search Pending Transaction Pages

Actuals 9

• The Object Class Detail and Category Detail Screen
• Monthly Roll- Up
• Vendor Summary Report
• Mechanism Summary
• Central Services Assessments (CSA or TAPs) Summary Report

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Transactions 6

• Basics of the Transactions Data Screen
• How to search for Transactions (Basic)
• How to customize data columns for the Transaction screen
• How to Save a Transaction Search
• Multi Year Transactions

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Planning 4

• How to Add/Edit Allocations
• Adding and editing a Budget Entry
• How to Add/Edit Projections
• Budget Data Entry Overview

Multi Year - Gift and CRADA 7

• Gift Fund Overview
• CRADA Overview
• Unconditional Gift Fund Overview
• Gift Fund and CRADA Balance Reports
• How to Enter a New Gift Fund and Collections

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Alerts 4

• Available Alerts
• Adding a New Alert
• Editing an Alert
• Deleting an Alert

Admin 2

• How to Add a Finance User
• How to Manage Category Groups

Admin - Edit View 5

• How to Edit Views - Video Overview
• How To Edit Views - Add New Account(s)
• How to Edit Views - Reorganize Accounts
• How to Edit Views - Delete Accounts
• How to Edit an Account Title

FY 2023 Updates 1

• Beacon Finance FY 23 Updates - Summary

Beacon Training Slides 1

• Beacon Finance EOY Refresher (July 2024)

Overview 4

• Introduction
• Download Sources
• Download Timing
• WorkForce Planning

How to run HR Reports from the Positions Module 7

• How to Add/Edit HR Columns for Reports
• How to use the Basic Filters
• How to use the Position List More Filters
• How to Save and Share an HR Report
• How to Export the Report

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Managing Planning Records 3

• Adding a Planning Record
• Filling a Planning Record
• Deleting or Updating a Planning Record

Viewing Employee Records 26

• Positions Information Page
• Positions Details Page
• Positions: Supplemental Information Page
• How to find an Employee Record
• Position: Loans & Details page

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FTE Ceiling Planning 2

• How to Add Cielings
• Ceiling Dashboard Reporting

Reports Module 1

• Standard Reports

Notifications Module 3

• Adding New Alert Subscription
• Editing Alert Subscriptions
• Deleting an Alert Subscription

Administration Module 12

• Administration Menu
• System Configuration
• Points of Contact
• User Groups
• Dropdowns/Lookups

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Excel Add-in 0

Payroll Projections 5

• Explaining our Projections
• Payroll Projection Report
• Lump Sum Leave Pay
• Cost of Livinig Adjustment (COLA)
• How to Add a Projected Pay Increase

Title 42 Employees 1

• Quadrennial Review and other Title 42 events

Adding Beacon HR Users (Granting User Permission) 2

• Creating User Groups
• How to Add a Beacon HR User

HR 2023 Updates 1

• 2023 HR Updates - Summary

Beacon HR FAQ 9

• Which data sources does Beacon HR download from?
• Who can see the changes I make to the Beacon HR system?
• Will my IC be able to use Beacon HR to plan according to local knowledge?
• Do changes I make in Beacon HR impact the initial data source?
• How can I gurantee that hand-entered data is accurate in Beacon HR?

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Account Setup 4

• Download the Excel Add-In
• Account Strucutre Column Preferences
• Transaction Screen Column Preferences
• User Preferences

Beacon Finance Basics 5

• How to Search for Accounts
• How to Open and Close Accounts
• How to Export Data
• How to Change FY
• Summary of Every Beacon Finance Page

Accounts 5

• What is the Account Page?
• How to link accounts to the Excel Add-In
• The Accounts Page Navigation
• Ad-Hoc Account View
• How to create an Accounts Report

Pending 3

• What are Pending Transactions
• Open Commitments
• How to Filter and Search in the Pending Tab

Actuals (Reports) 6

• Summary of the Finance Reports
• Balance of Accounts
• OC Details
• Monthy Roll-up
• Vendor Summary

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Transactions 4

• Transaction Basic Filters
• How to Navigate to the Transaction Screen
• What is the Transactions Screen
• How to Save a Search

Introductory Beacon Finance Tutorial 10

• Navigating The Account Structure Screen
• Balance of Accounts Screen
• Object Class and Category Detail Reports
• Monthly Rollup
• Transactions Detail Page

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Course One - Front Positions Screen 4

• Basic HR Navigation
• Setting Column Preferences
• In-Screen Analytics
• Column Sorting

Course Two - Searching and Ad-Hoc Reporting 2

• Front Position Basic Search
• Front Position Advanced Search

Course Three - Employee Detail Page 8

• Employee Detail Basics
• Career Page
• FTE and Cost
• Employee Dates Page
• Four Year Report Page

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Course Four - WorkForce and Reports 4

• Reports
• Need Help?
• WorkForce Planning
• Alerts

Course Five - Additional Modules 2

• Dashboard
• Travel

Projections 2

• Projections
• Special Pay

Managing your Dashboard 5

• Create and Customize a Dashboard
• Printing or Downloading a Card
• Updating Global Settings
• Sharing a Dashboard
• Editing a Dashboard Title

User Settings 1

• Adding Circles

Flow Access 1

• How to Grant Flow Access

Manage Templates and Delegates 3

• How to Create a Template
• Manage Templates - How to Edit and Clone Templates
• How to Add and Edit Delegates

Initating and Managing a Workflow 8

• Initiating a New Workflow: Step One (Define the Routes)
• Initiating a New WorkFlow: Step Two (How to Add Files)
• How to Modify a WorkFlow Route
• How to Send a WorkFlow outside the IC
• How to Create and Assign Actions

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Sign and Route 2

• Flow - Reviewer
• Flow - Approver (How to Sign)

Flow Forms 4

• How to Submit a Workplace Flexibilty Agreement
• How to Terminate a Telework Agreement
• How to Send Back a Telework Agreement
• How to Submit a Training with a Cost Flow Form

External Document Requests 2

• How to Send an External Document Request
• How to Resolve a Document Upload Error

2023 Flow Updates 1

• 2023 Flow Updates Summary

Basic Navigation for all users 4

• How to Search and Filter
• In-Screen Analytics
• Attendance Requests Screen
• Combined Request by Event Screen

Travel Planner 7

• How to Create a Travel Request
• How to Create a Travel Request (Manage Travel Requests)
• Add Travelers
• Submit for Supervisor Approval
• Change the Travel Planner

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Travel Approval 4

• Denying a Travel Request/Return to Travel Planner
• Travel Supervisor
• Travel AO
• EO/Final Approver

Travel Admin 1

• Adding Users

Helpful Hints Newsletter 19

• Helpful Hints Newsletter #1 - Getting Started with Beacon Dashboard
• Helpful Hints Newsletter #2 - Beacon Finance Save Search
• Helpful Hints Newsletter #3 - Beacon HR Save Search
• Helpful Hints Newsletter #4 - Share a Dashboard
• Helpful Hints Newsletter #5 - Sign up for Alerts in Beacon Finance

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Finance 0