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Payroll Users Training Lab |
SAO Payroll Staff |
The Auditor’s Office has scheduled training labs to support payroll users. This training will focus on discussing and entering payroll documents. This class provides time for questions and/or hands-on technical support. Please bring any documents with you that you would like assistance with. |
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ADV4 User Acceptance Testing – Payroll |
SAO Staff |
Please join us for user acceptance testing! The Wyoming State Auditor’s Office is upgrading the State of Wyoming’s Enterprise Resource Planning (ERP) system, which consists of the Wyoming Online Financial System (WOLFS), Human Resource Management (HRM) and InfoAdvantage, from version 3.11 to version 4.0. WOLFS is the financial component of the ERP system, HRM is the human resource management and payroll component and infoAdvantage is the reporting component. The new version of the system (Advantage 4 or ADV4) is tentatively set to go-live in March, 2023.
We need your help to test the system! During user acceptance testing, you will be provided training materials (manuals and guides) and asked to test certain aspects of the upgraded system. All users are encouraged to register and attend a session in either September, October and November. Please note, we have a limited number of spots during each session and it is recommended that users only attend one session.
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ADV4 User Acceptance Testing – Financial |
SAO Staff |
Please join us for user acceptance testing! The Wyoming State Auditor’s Office is upgrading the State of Wyoming’s Enterprise Resource Planning (ERP) system, which consists of the Wyoming Online Financial System (WOLFS), Human Resource Management (HRM) and InfoAdvantage, from version 3.11 to version 4.0. WOLFS is the financial component of the ERP system, HRM is the human resource management and payroll component and infoAdvantage is the reporting component. The new version of the system (Advantage 4 or ADV4) is tentatively set to go-live in March, 2023.
We need your help to test the system! During user acceptance testing, you will be provided training materials (manuals and guides) and asked to test certain aspects of the upgraded system. All users are encouraged to register and attend a session in either September, October and November. Please note, we have a limited number of spots during each session and it is recommended that users only attend one session.
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Sneak Peek of Advantage 4 Upgrade |
SAO Staff |
The State Auditor’s Office is upgrading the State of Wyoming’s Enterprise Resource Planning (ERP) system, which consists of WOLFS, HRM and infoAdvantage. If you would like a “Sneak Peek” of this system to see the new and improved functions being included, please register for one of the virtual sessions being offered in July by sending an email to saoadmin@wyo.gov |
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R-Code Deletion |
Leesha McIntire |
The State Auditor's Office will provide an informational presentation on why R-Codes will be deleted and how to properly account for Refunds and Revenues using general object or revenue codes. Attendees will also learn how to reimburse another department for something that would have used an R-Code prior. |
| FIN 210 |
Paying Encumbrances |
Leesha McIntire |
This class teaches participants how to successfully reference encumbrance transactions with a payment
transaction in Advantage 4. Users will build GAX, IET, and PRC payments that reference encumbrances.
Further, users will learn special tips on fixing payments that didn't reference an encumbrance, but
should have. |
| FIN 204 |
Stop Payments, Final Discards, and Reissuing Checks |
Leesha McIntire |
This class will explore the need for discarding, cancelling, or stopping payment in the Wyoming Online Financial System (WOLFS) and teach participants how to manage the obstacles that arise after the expenditure is completed. Users will learn the process of cancelling a check after it has been issued, reissuing a check that may be lost, the proper procedure for reissuing a check that has been cashed, and how to prevent an erroneous payment from dispensing if it has already been approved in the worklist. |
| ACT 300 |
CFO Year-End Training |
SAO Accounting Staff |
This training session will focus on preparation for year-end activities. Attendees will learn about what information is needed by the Accounting Division to help prepare the State of Wyoming’s financial statements. We will walk through where to find: (1) helpful information; (2) agency lists (required information); and (3) related due dates. We will also discuss why the information is needed, the importance of meeting requested due dates and how to leverage the Accounting Staff to help agencies through these processes. |
| FIN 214 |
Advanced infoAdvantage |
Leesha McIntire |
This course will expand upon your prior infoAdvantage experience. Trainers will focus on advanced reporting features, field stories, and the ability to create and modify new reports. In addition to our SAO training staff, a few experienced "field" users will help teach the course, focusing on some of their lessons learned while working day-to-day in the agencies. As a prerequisite, please ensure you have either completed our introductory infoAdvantage course or have experience working within infoAdvantage. |
| ACT 303 |
Advanced Budget |
Erin Benskin & Laurie Wiley |
This class will cover advanced budget topics including: reversions, appropriate revenue source coding, end date extension, and unit requests. Upon completion of this class, participants will be able to successfully complete quarterly reversions, identify the correct revenue class for a revenue source code, navigate budget reports within infoAdvantage, and complete complicated BGA120 and BGR121 documents. |
| ACT 202 |
Intermediate Budget |
Erin Benskin & Laurie Wiley |
This training will focus on the completion of budget documents within WOLFS and an introduction to budget reports within infoAdvantage. Upon completion of this training, participants will be able to successfully complete, view and modify expense budget documents (BGA120) and revenue budget documents (BGR121) within WOLFS. |
| UMB 100 |
UMB Portal Navigation |
Leesha McIntire |
This class will take agency P-Card Coordinators on a walkthrough of the UMB site and teach users how to manage agency card holders, open and close accounts, pull statements for users, search transactions, add or remove employee access, and reset forgotten passwords or usernames of site users. This class is for P-Card Coordinators only. |
| FIN 301 |
Templates: Working Smarter |
Leesha McIntire |
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| FIN 201 |
Procurement Transactions |
Leesha McIntire |
This class is designed to help a state fiscal employee through the process of creating an RQS or RQN, and turning that into an encumbrance via the SHOP page in Advantage 4. This class assumes you already know the requirements of the state for successfully getting approval from the AG's office, ETS, and A&I Procurement Division and will focus only on the process of creating requisitions once the accountant is ready to enter the requisition. |
| FIN 203 |
Refunds and Revenues |
Leesha McIntire |
This class will examine the difference between processing a refund and a revenue via a CR document. Users will learn how to process each transaction in the Wyoming Online Financial System (WOLFS) for each event, and how to correct any mistakes made on previous CR documents through a RM or a GEM document. |
| CST 100 |
Introduction to Cost Accounting |
Leesha McIntire |
This class will teach participants about the basics of using cost accounting in Wyoming's Online Financial System (WOLFS). The class will orient attendees to basic cost accounting principles and provide definitions of each chart of account element available in the accounting system. Attendees will learn about how cost accounting can help track and label funds. After completing this course, participants will be able to understand cost accounting and model a cost accounting budget structure.
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| PAY 201 |
Payroll Business Intelligence |
Carrie Stokes |
This course will aid payroll specialists in navigation of the new InfoAdvantage, Business Intelligence (BI). Attendees will learn about available statewide payroll reports and how to run and schedule these reports. The training will provide information about how to utilize common payroll reports to support ongoing agency payroll processes. Upon completion of this course, payroll specialists will gain confidence and knowledge in navigating Business Intelligence and be able to easily run and understand payroll reports. |
| PAY 100 |
Navigation and Introduction to Payroll |
Kat Jaber |
This course is designed for users with little to no experience in the State of Wyoming payroll system. Participants will learn the basic navigation of the Human Resource Management (HRM) system as well as a brief overview of the working parts of payroll. |
| FIN 300 |
Do This, Not That: Modifications, Cancellations, and Corrections |
Leesha McIntire |
This class will teach participants how to appropriately use the Wyoming Online Financial System (WOLFS) to complete corrections on posted expenditures. Users will learn when to modify, when to cancel, and when to correct with a GEM. Additionally, users will be supplied with a "Do This, Not That" flowchart to help them decide when and how to correct an expenditure. |
| ACT 200 |
Schedule of Expenditures of Federal Awards (SEFAs) |
SAO Accounting Staff |
This training session will focus on completing a Schedule of Expenditures of Federal Awards (SEFA). Attendees will learn about the roles and responsibilities of the State Auditor's Office, agencies and the external auditors in generating, reviewing and auditing SEFAs. Instructors will provide SEFA tips and tricks and review common pitfalls. Upon completion of this training, participants will be able to successfully complete a quarterly SEFA. After the training, attendees will be able to complete and reconcile their quarterly SEFAs and better understand external audit timelines associated with SEFAs.
*This class provides time for questions and/or hands-on technical assistance. |
| FIN 302 |
Fixed Assets |
SAO Accounting Staff |
This training session will focus on understanding and recording fixed assets. Upon completion of this training, participants will be able to understand the lifecycle of a fixed asset. After the training attendees will be able to successfully complete a fixed asset acquisition (FA) and fixed asset disposal (FD) document within the Wyoming Online Financial System (WOLFS). |
| FIN 200 |
Procurement Processes |
Leesha McIntire |
FIN 200 Procurement Processes
This class will teach users how to procure an item or service correctly through Wyoming's rules and policies on purchases. This class will be taught in partnership with other agencies that have a stake in the successful procurement process. Enterprise Technology Services (ETS) will provide a breakdown of the procedures for obtaining OCIO approval or ETS approval when necessary. Administration & Information (A&I) will present users with the rules and policies of state procurement and the thresholds that users must follow when completing the WOLFS process. |
| ACT 101 |
Introduction to Navigating Budgets in WOLFS |
SAO Accounting Staff |
This training session will focus on a basic understanding of managing your agency budget and completing budget documents within WOLFS. Additionally, the training will include how to run and navigate budget reports within infoAdvantage. After training, attendees will be able to specifically understand the relationships between the following budget structures: legal appropriation (Budget Structure 110), department expense budget (Budget Structure 120), and department revenue budget (Budget Structure 121). Participants will be able to successfully complete, view and modify expense budget documents (BGA120) and revenue budget documents (BGR121) within WOLFS. |
| FIN 104 |
Business Intelligence |
Leesha McIntire |
This course will provide an overview of navigation within Business Intelligence, the reporting function
within Advantage 4. Attendees will learn about available statewide reports and how to access these
reports. The course will provide information on how to schedule a report for automatic generation and
other efficiencies for users. |
| FIN 102 |
General Accounting Expenditures (GAXs) |
Leesha McIntire |
This course will focus on processing expenditures using the General Accounting Expenditure (GAX) transaction in Advantage 4. Attendees will review information from the Financial User Guide and view information in various pages and tables in Advantage 4. The course will include instruction about how to recall submitted transactions, look up pending payments, and help a vendor with a lost check. After completing this course, participants will be able to create, modify and complete a basic accounting transaction. |
| PAY 300 |
Payroll Offboarding |
Kat Jaber |
This course is for payroll specialists who will be using the State of Wyoming's payroll system on a daily or regular basis. After completing this class, users will understand the basics of offboarding employees in the ADV4 payroll system. Attendees will acquire the skills necessary to process the termination of employees within the ADV4 system. |
| FIN 100 |
WOLFS Navigation |
Kelly Stewart |
This course will provide an overview of basic navigation through the Wyoming Online Financial System (WOLFS). After completing the course, participants will be able to log-on to the system and successfully navigate the WOLFS home screen. This course will focus on how to search for a page (table/inquiry), how to search the document catalog for existing transactions and how to set basic user preferences. The instructor will provide WOLFS navigation tips and tricks. |
| FIN 303 |
Write-Off Training |
SAO Accounting Staff |
This training session will focus on the process for handling non sufficient funds (NSF) REs (accounts receivable) documents in WOLFS. Upon completion of this training, participants will be able to successfully reference an accounts receivable document (RE) on a CR (cash receipt) or write-off (WO) document. After the training, attendees will be able to properly account for a non sufficient funds. |
| FIN 103 |
Travel Reimbursements |
SAO Accounting Staff |
This training session will focus on travel reimbursements, including a review of the required forms necessary to request reimbursement. Upon completion of this training, participants will understand State of Wyoming travel reimbursement requirements. After the training, attendees will be able to successfully complete their travel reimbursement forms or assist others in their agency with travel reimbursements. |
| PAY 200 |
Payroll Onboarding |
Kat Jaber |
This course is for payroll specialists who will be using the State of Wyoming's payroll system on a daily or regular basis. After completing this class, users will understand the basics of onboarding employees in the ADV4 payroll system. Attendees will acquire the skills necessary to process the hiring, rehiring, and transferring of employees within the ADV4 system. |
| ACT 100 |
Object and Sub-Object Expenditure Coding |
SAO Accounting Staff |
Ever wonder which object/sub-object combination you should use for a particular payment? This class will provide an overview of the State of Wyoming's expenditure coding, also known as the object/sub-object list. The class will provide specific information on updates made to the 0200 and 0900 series (after 2019). Upon completion of this course, participants will gain a better understanding of how to code expenditure transactions within Wyoming's Online Financial System (WOLFS) and the proper use of sub-object codes. |
| FIN 101 |
Vendor Management |
Kelly Stewart |
This class will focus on entering and maintaining vendor records in Advantage. After completing this course, participants should be able to successfully create new vendors and modify current vendors using VCC and VCM transactions. An overview of all required supporting documentation will also be discussed. |
| FIN 202 |
Internal Exchange Transactions (IETs) |
SAO Accounting Staff |
This training session will focus on internal exchange transaction (lETs). Upon completion of this training, participants will be able to successfully choose the correct event types for their lET transactions. After the training, attendees will be able to specifically differentiate between IP2s, IP3s, and IP5s. The first hour of the class will be a traditional lecture. For the last half of the class, please bring with you any invoices you need to pay using an lET and our staff will provide one-on-one assistance. |
| CST 300 |
Advanced Cost Accounting |
Leesha McIntire |
This class will quickly review basic cost accounting principles and then expand the participants knowledge with an overview of complex cost accounting tools available in WOLFS. Users will dive right into multifaceted cost accounting structures and learn how to set budgets to cost accounting, split costs with funding profiles, and use inferences to control expenditures.
*Prerequisite of Introduction to Cost Accounting and Cost Accounting for Beginners required. |
| PAY 102 |
Manager Role – A Supervisor’s Perspective |
Carrie Stokes |
This is a human resource representative / payroll specialist class only. The payroll specialist will understand the basic functions of the Manager Role in ADV4. This course will enhance the knowledge of payroll specialists and allow them to troubleshoot Manager Role issues with employees. Payroll specialists will gain helpful tips and tricks in aiding supervisors in the best methods for approving timesheets. *If you are seeking employee training on the Manager Role, please contact your HR representative within your agency directly. |
| PAY 101 |
Employee Role and Timesheet Lifecycle |
Carrie Stokes |
This is a human resource representative or payroll specialist class only. The payroll specialist will be able to understand the basic functions of the Employee Role in ADV4. This course will enhance the knowledge of payroll specialists and allow them to troubleshoot employee role issues with employees. Payroll specialists will learn about and experience the entire lifecycle of a timesheet from employee to HR. *If you are seeking employee training on the Employee Role, please contact your HR representative within your agency directly. |
| ACT 201 |
Advanced WOLFS Budget and Reversions |
SAO Accounting Staff |
This class will cover advanced budget topics including: reversions, appropriate revenue source coding, end date extension, and unit requests. Upon completion of this class, participants will be able to successfully complete quarterly reversions, identify the correct revenue class for a revenue source code, navigate budget reports within infoAdvantage, and complete complicated BGA120 and BGR121 documents. |
| CST 101 |
Cost Accounting for Beginners |
Leesha McIntire |
This class will contain a brief overview of introduction to cost accounting and detailed beginners mapping of cost accounting budgets. Users will complete a CAS and a CAM document to set up and modify cost accounting budget structures.
*Prerequisite of Introduction to Cost Accounting required |