VIDEO TRAINING SERIES
FOR COATS Standard
Video Training Series: Front Office – The Basics
This video covers the basics for the entire Front Office. The Employees, Clients and Job Orders. Use QuickTime to view the video training on your computer at work. Call today for pricing and improve staff knowledge on your time!
- Employee Training - The Basics (35 Min)
- Client Training - The Basics (23 Min)
- Job Order Training - The Basics (60 Min)
This computer based training series is available as a complete set, call today to and find out how easy it is to train new and existing staff.
The Employee Video will walk you through:
- Adding an Employee
- Entering Main Screen Employee Data
- Reviewing Referral Custom Screen
- Reviewing Customized Locations
- Adding a Resume
- Reviewing the Find, Search, Add, Delete
- Entering Employee Industrial Skills
- Entering Employee Optional Skills
- Entering Clerical Skills
- Entering Testing Results/Skills
- Entering Custom Skill Screen Skills
- Entering Previous Work History
- Reviewing the Interview button
- Entering Education Background
- Entering Previous Temporary Work
- Reviewing Adjustments
- Reviewing Employee Global Status vs. Assignment Job Status
- Reviewing Contact entry and Call Ins
- Entering Interview Details
- Reviewing Pay Summary
- Entering Tax and Direct Deposit
- Calculating Employee Hours worked
- Printing Employee Reports
- Reviewing the Calendar
- Reviewing Mail Merge
The Client Video will walk you through:
• Entering a Client into the system
• Entering main front screen data
• Entering Department contact
• Entering Sales calls and maintaining follow up
• • Reviewing Accounts Receivable Data
• Entering Collections information and maintaining follow up
• Reviewing GM/GP data, how to read data
• Reviewing default Mark %, Worker Comp Codes
• Using the GM/GP Calculator
• Entering Directions
• Reviewing Employees at a client and reports
• Entering Usage data
• Searching for a Client
• Printing Client Reports
The Job Order Video will walk you through:
• Entering a Job Order into the System
• Entering Job Order Qualifications
• Performing a Job Order Search
• Maintaining Employee Job and Global Status
• Recruiting and following up for Employees on a Job
• Reviewing Status of Job Orders
• Reviewing all Job Order Reports
Video Training Series: Back Office – The Basics
This three hour video covers the basics for the entire Back Office; Payroll, AR, AP, and GL.
- Payroll Training - The Basics (44 Min)
- AR Training - The Basics (34 Min)
- AP/GL Training - The Basics (38 Min)
The Payroll Video will walk you through:
• Adding a Payroll
• Entering hours
• Review of Timecard
• Reviewing Transaction Validity
• Cross Reference Reports
• Creating and Printing Checks
• Printing Registers
• Preparing Direct Deposit File
• Appending Payroll
The Accounts Receivable Video will walk you through:
• Reviewing Billable Hours
• Billing Hours
• Printing Invoices
• Printing Registers
• Entering Payments/Adjustments
• Calculating Finance Charges
• Printing Statements
• Aged Analysis
• Collections
• A/R Summary
The Accounts Payable/GL Video will walk you through:
• Types of Vendors
• Adding Payable Vendors
• Adding Contacts
• Creating Transactions
• Contact Comments
• Reviewing Transactions
• Automatic Payables/Auto Transactions
• Check Processing
• AP Reports
• Reviewing/Editing/Adding a Chart of Accounts
• Entering General Journal Transactions
• Printing Income Statement and Balance Sheet
Other Training Options -->
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