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The following are BusinessPLUS and Business Process Tutorials / Step-by-Step directions to navigate you through specific tasks and modules in BusinessPLUS or other Business applications, such as ControlPayAdvanced.com (P Card website).
Please remember that the IT Dept. handles all access and security in BusinessPLUS. If you need a password reset, please contact the IT Service Desk at 775-789-3456.
Call 775-789-3438 if you need assistance with the job aids listed below.
Finding your device name/asset tag on your computer - Video
Adobe
Setting Adobe to your default program for .pdf files
Creating a signature file in Adobe (for digital signatures)
Placing a digital signature on a PDF document (video)
PDF Reduced Size (for P Card Transaction Envelope submission)
Athletic Timekeeping
Athletic Timekeeping Overview and Instructions
FY23 Athletic Coaching Payment Schedule and Job Codes
Position Control Forms web page
Student Activities and Athletics web page
Budgets
BusinessPLUS Frequently Used Object Codes
New! DW3000F Budget to Actual General Fund Net to Zero Report
Independent Contractor Agreements (ICA)
**Independent Contractor Agreements web page**
Board of Trustee Approval Requirements
ICA Decision Assistance - Coming soon
ICA Purchase Request Specifics - VideoExample of Certificate of Insurance required for all Independent Contractors: SAMPLE INSURANCE
These pages will need to be completed by WCSD staff. This information has not changed but is now separate from the actual contract paperwork. PLEASE NOTE PAGE 1 OF THIS DOCUMENT FOR THE UPDATED INSTRUCTIONS.These pages are the actual contract. WCSD staff will need to complete all required fields, then forward this document to the vendor for completion and signature. This information has not changed but is now separate from the internal WCSD paperwork.- PLEASE NOTE, ATTACHMENT A, APPLIES ONLY IF THE PURPOSE OF THE CONTRACT IS TO PROVIDE FOR VIRTUAL DELIVERY OF EDUCATIONAL SERVICES TO STUDENTS.
Independent Contract Agreement Revision Request AP-F007 Use this form for revising a current contract that is in place.
P Card
Purchasing Card Security Tips Sheet for Cardholders - from Commerce Bank
**Link to P Card website (ControlPayAdvanced.com)**
Link to P Card/Accounts Payable web page
AP-M001 - Purchasing Card Program Procedures Manual
AP-M002 - ControlPay Advanced (P Card website) User Guide
Checking for Declines and Credit Limits in ControlPay Advanced (P Card website)
Resetting Password or Forgot Password in ControlPay Advanced (P Card website)
Setting Notifications in ControlPay Advanced (P Card website)
Splitting Transactions in ControlPay Advanced (P Card website)
P Card Transaction Envelope
P Card Reminder Dates for 2022-2023
- Attach a receipt for every charge in the transaction envelope (or a Statement of Lost or Missing Receipt for items under $100)
- Include a Leave Request and agenda for all travel related charges to include hotel, seminar registration, or airfare charges
- If you need assistance, please contact: Account Technician at 775-348-0307
Transaction Envelope for Submitter (cardholder)
Transaction Envelope Retrieval
PDF Reduced Size (for Transaction Envelope submission)
Transaction Envelope for Approvers
What to do when your Transaction Envelope has been rejected
PDF Reduced Size (for P Card Transaction Envelope submission)
Click here for access to helpful P Card videos
P Card - SAF (Student Activity Funds)
**Link to P Card website (ControlPayAdvanced.com)**
Student Activity Funds web page
SAF P Card Statements in Commerce Bank
Elementary School SAF P Card Transactions
- Step by Step Video for ES Processes (this video has no sound)
Middle School and High School SAF P Card Transactions
- Step by Step Video for MS/HS Processes (this video has no sound)
Purchase Requests / PO's
Purchase Request Entry - Job Aid
- When typing in the Item Description field in the PR screen, please be detailed and include: product description/complete name, model number, vendor product number, color, size, etc. Your PR/PO will be sent to the vendor and the more detailed your notes are, the easier it will be to process.
Standard Line Item Purchase Request Entry- Video
Submitting Orders into Workflow - Job Aid
Submitting Orders into Workflow - Purchase Requests - Video
Splitting a Line Item in a PR - Video
Adding Attachments to a PR - PDF
- Please note, users should not attach invoices to Purchase Requests. All invoices should be sent to Accounts Payable for processing. If you have questions about invoice processing, please contact the Accounts Payable Office at 775-348-0311 or ap@washoeschools.net.
Adding Attachments to a PR - Video
Copy feature in the PR screen - Coming Soon
ICA Purchase Request Specifics - VideoFor Administrators:
Approvals for Admins: Purchase Requests, Warehouse, Timecard Online - Video (Full video, includes back-up approver instructions starting at 5:57)
Back-up Approver Workflow: Purchase Requests, Warehouse, Timecard Online - Video (Partial video starting at 5:57 of the full video)
Receiving:
Purchase Order Receiving Top 5
Receiving on a Purchase Order - PDF
Receiving on a Standard Line Item Purchase Order - Video - Shows process from beginning to end
Receiving Corrections
- Correcting a Duplicate Receiving Entry - Video
- Correcting a "COMPLETE" Entry on the Receiving Information Screen - Video
Blanket Purchase Request/PO's
(for book orders, contracts or other "Do Not Exceed" orders)
Purchase Request Entry - Job Aid
- When typing in the Item Description field in the PR screen, please be detailed and include: product description/complete name, model number, vendor product number, color, size, etc. Your PR/PO will be sent to the vendor and the more detailed your notes are, the easier it will be to process.
Blanket Purchase Request Entry - Video
Submitting Orders into Workflow - Job Aid
Submitting Orders into Workflow - Purchase Requests - Video
Adding Attachments to a PR - PDF
- Please note, users should not attach invoices to Purchase Requests. All invoices should be sent to Accounts Payable for processing. If you have questions about invoice processing, please contact the Accounts Payable Office at 775-348-0311 or ap@washoeschools.net.
Adding Attachments to a PR - Video
ICA Purchase Request Specifics - VideoFor Administrators:
Approvals for Admins: Purchase Requests, Warehouse, Timecard Online - Video (Full video, includes back-up approver instructions starting at 5:57)
Back-up Approver Workflow: Purchase Requests, Warehouse, Timecard Online - Video (Partial video starting at 5:57 of the full video)
Receiving:
Purchase Order Receiving Top 5
Receiving on a Purchase Order - PDF
Receiving on a Blanket Purchase Order - Video - Shows process from beginning to end
Receiving Corrections
- Correcting a Duplicate Receiving Entry - Video
- Correcting a "COMPLETE" Entry on the Receiving Information Screen - Video
Timecard Online
**Payroll-Secretaries Corner web page**
Certified Staff Timecard Online Job Aid
ESP Staff Timecard Online Job Aid
Timecard Online/Timekeeping Tips and Reference Guide
Request for Professional Leave/School Business/Community Service Leave, form HR-F530
**There is a Microsoft Team dedicated to Timecard Online learning, if you would like to be added to the Team, contact Kelly Case, 775-789-3438**
For Administrators:
Approvals for Admins: Purchase Requests, Warehouse, Timecard Online - Video (Full video, includes back-up approver instructions starting at 5:57)
Back-up Approver Workflow: Purchase Requests, Warehouse, Timecard Online - Video (Partial video starting at 5:57 of the full video)
UHR's (Universal Hiring Requisition)
Role of Position Control in the UHR Process
UHR and Personnel Budgeting Tips, Tricks and Pitfalls
Universal Hiring Requisition, form HR-F550
Warehouse Orders
Want to see if a new product has been added or stock is still available? Run the DW4001 Inventory Information Report from your BusinessPLUS dashboard. PPE products are constantly changing, so if you are unsure about availability, please contact the Warehouse at 775-348-0295.
Supplies Warehouse, Surplus and PPE Order Entry (not custodial) - Job Aid
Standard Warehouse Order Entry (not custodial) - Video
Surplus and PPE Order Entry - Video
Custodial Warehouse and Annex Order Entry - Job Aid
Custodial Supplies Warehouse Order Entry - Video
Annex Order Entry for Custodians - Video
Submitting Orders into Workflow - Job Aid
Submitting Orders into Workflow - All Warehouses - Video
EN ESPAÑOL
Spanish version: Custodial Supplies and Annex Order Entry
For Administrators:
Approvals for Admins: Purchase Requests, Warehouse, Timecard Online - Video (Full video, includes back-up approver instructions starting at 5:57)
Back-up Approver Workflow: Purchase Requests, Warehouse, Timecard Online - Video (Partial video starting at 5:57 of the full video)
Year-End Processes and Reminders
Prepare for making the most of your funds as the fiscal year comes to an end.
Year-End Receiving: Important reminders
Year-End Deadlines for Ordering in FY23
Encumbrance Carryover Guidance for FY24 - TBD
Entering FY24 Purchase Requests Early - TBD
