New Employee Helper

Are you new to working with Church Windows Software? 

Has your church recently hired someone new that has never worked in Church Windows?

New Employee Orientation Training is a great way to efficiently learn the program.  We recognize that church staff turnover happens, and we want to help!

 

How We Can Help!

New Employee Orientation Training will cover the items below.

Membership

  • Overview/Settings
  • Customize Fields
  • Entering New Families and Individuals
  • Making Individuals/Families Inactive
  • Transfer Individuals/Families
  • Basic Reporting
  • Directory Report
  • Labels

Donations

  • Overview/Settings
  • Donations Givers
  • Giving Accounts
  • Entering Donations
  • Batch Codes
  • Online Giving
  • Pledges
  • Browse Donations/Corrections/Reversals
  • Donation Statements
  • Giver # Management
  • Basic Reporting

Accounting

  • Overview/Settings
  • Fund Accounting Basics
  • Chart of Accounts
  • Link to Donations
  • Budgets
  • Enter Income
  • Enter Bills/Payments
  • Journal Entries/Adjust Asset
  • Print Checks
  • Browse Transitions/Corrections
  • Bank Reconciliation
  • Financial Reports

Payroll

  • Overview/Settings
  • Allowances/Deductions
  • Local/Misc Deductions/Taxes
  • Entering Employees/Contractors
  • Calculate Payroll
  • Printing Checks
  • Direct Deposit
  • Reporting Basics
  • Tax Forms/Reporting
  • Transfer to Accounting

New Employee Helper is intended to be conducted with your Church Windows data, however, this training orientation does not include manipulation or cleanup of data.  Data cleanup can be accomplished using our Project Helper services.

 

New Employee Helper includes three, 1-hour virtual sessions with an experienced trainer for 1-2 employees for $299.

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