Workshops - CIC Government Learning Lab

Clerk staff will work through Accounts Payable from invoice entry and approval to payment selection, check generation, and the accounting update to the general ledger.

Clerk staff will work through Accounts Payable from invoice entry and approval to payment selection, check generation, and the accounting update to the general ledger.

Clerk/Finance Office staff will complete the 1099 process by reviewing 1099 reports, printing 1099 forms, and creating the CSV file. They will also enter prior-year invoices.

Treasurer staff will process the day’s banking activity in CIC and reconcile bank records to the actual statement. The session covers daily statement balancing, bank updates, and outstanding checks, deposits, and wires.

Clerks and treasurers will use Budgetary Fund Accounting to process non-check disbursements, maintain transfers and corrections, import and process refunds and rebates, and review hand-check processing.

Clerks and treasurers will use Budgetary Fund Accounting to process non-check disbursements, maintain transfers and corrections, import and process refunds and rebates, and review hand-check processing.

Clerks and treasurers will create and process miscellaneous disbursement checks in Budgetary Fund Accounting.

Clerks and treasurers will create and process miscellaneous disbursement checks in Budgetary Fund Accounting.

Treasurer staff will create and void treasurer wires and checks in Budgetary Fund Accounting.

Treasurer staff will create and void treasurer wires and checks in Budgetary Fund Accounting.

Budgetary staff will close current-year ledgers, create ledgers for the new year, set up the new year calendar and banking, balance reports and the balance sheet, and enter new budget amounts.

City clerks will review cemetery security and system settings, then search, create, and edit cemetery records. They will also run cemetery reports.

Treasurers will work through daily Motor Vehicle and Antiques processing, including reports, balancing activity, and refunds.

Clerks and treasurers will import levy data and maintain Motor Vehicle abstract codes, then review how distribution data supports budget estimates.

Municipal court clerks will configure security and system settings, then use the Municipal Court System to enter and track cases and schedule court appearances. The session also covers reports and state uploads.

Payroll staff will review the setup required for routine processing, including cost centers, income and deduction codes, employer matches, and leave balances and accruals. They will then follow the payroll cycle from time entry through payroll calculation and ACH file creation, and review the resulting accounting update.

Payroll staff will review the setup required for routine processing, including cost centers, income and deduction codes, employer matches, and leave balances and accruals. They will then follow the payroll cycle from time entry through payroll calculation and ACH file creation, and review the resulting accounting update.

Clerk and finance staff will prepare W-2 and Affordable Care Act forms for processing, including setup, reporting, and submission requirements.

Staff will complete PO and PR year-end processing before Budgetary year-end. For purchase orders, they will post encumbrances to the general ledger, close purchase orders, and set up the new year. Payroll staff will balance year-to-date reports, write year-to-date amounts to history, and set up the new-year payroll calendar and tax tables.

Clerks and treasurers will index scanned records and manage document images to support consistent digital filing and retrieval.

Recorder’s office staff will review the RMIS eRecording workflow, including how submissions are received, reviewed, and accepted or rejected.

This session covers RMIS eSearch and Remote Access Printing (RAP), including RAP user setup and key administrative tasks.

Recorder’s office staff will review the RMIS eRecording workflow, including how submissions are received, reviewed, and accepted or rejected.

Users will save scanned documents and use document types and keywords to make records easier to find in RMIS.

Recorder’s office staff will review Records Management menus and core functions, including cash and receipt management, document management, reporting, workflow, security, and site options.

Treasurer staff will initiate and approve assessor Adds and Abates in the Treasurer application.

Treasurer staff will balance CTAS reports and distribute taxes across property types, including personal property exemptions. They will review tax summaries, payment and receipt history, post distributions to accounting, and follow transfers through Tax Apportionment and Taxes Payable.

Treasurer staff will prepare delinquent-taxpayer notices and endorsements, then run tax sales and assign tax lien certificates. The session also covers treasurer-deed tracking.

Treasurer staff will manage lien certificates in CTAS, including searches, investor records, and eligibility for treasurer deeds. The session also covers expired certificates, redemptions, reassignments, cancellations, voids, deed tracking, and redemption reporting.

Treasurer staff will set up tax controls in CTAS, process payments in batches, and update daily transactions. They will import receipts into Cash Receipting, handle refunds and overshort transactions, and generate mortgage-company and real-estate exports with related reports.

Treasurer staff will verify TAS setup and site parameters, review final-value reports, calculate and certify levies, and prepare tax rolls and abstracts. They will also enter homestead values, print tax statements, and transfer tax records to the new year.

Assessor and CCAO staff will set up the Board of Review module in ITAS, search and docket appeals, and prepare Board of Review notices. They will also process changes to real-estate parcels and transfer them to Assessment.

TCCAO / Assessor will learn how to initiates and approves a Certificate of Error. Clerk’s office will learn how to approve or deny a Certificate of Error.  Treasurer’s office will learn how to either approve or deny the Certificate of Error.  The Treasurer's office will also learn how to Initiate a Tax Override.   All offices will learn how to do a Mobile Home Certificate of Error.

Treasurer staff will verify posted payments, review reports and distribution history, and select and distribute taxes in ITAS. They will also post distribution records and prepare ACH files and checks for completed distributions.

Clerk staff will maintain Illinois tax district extensions in ITAS before and after receiving the final equalization factor from the Illinois Department of Revenue. The session covers extension codes, districts, funds, and levies; annual extension records and approval forms; and related updates to overlapping counties, taxable values, enterprise zones, and TIF districts.

ITAS users will roll mobile home records into the new tax year, maintain parameters and records, and process extensions and collection dates. They will generate and print tax statements, process individual and batch Mobile Home tax payments, review pending, update-day, and posted-payment activity, and complete Mobile Home Certificates of Error, delinquent-tax, tax-sale, and distribution workflows

CCAO staff will set up and maintain ITAS tables for preferential assessments, calculate the assessments each year, and shift them to the next tax year.

Treasurer staff will prepare tax data for statement printing, set collection dates, and apply prepayments and escrow accounts. They will also process certificates of error, print tax statements, and handle tax collections and daily processing in ITAS.

Treasurer staff will generate friendly reminder and delinquent-tax notices, prepare publication lists, and set up and conduct tax sales in ITAS. The session also covers judgment books, RIM tax sales, and tax-sale checkout.

Appraiser and clerk staff will set up Neighborhood Revitalization (NRP) plans and projects, review project values, and copy levy participation.

TAS users will review security, site menus and parameters, and tools for maintaining name and address records.

Appraisers will review Adds, Abates, and Escapes (AAEs) and how these changes are handled in TAS.

Treasurers will review Adds, Abates, and Escapes as well as initiate tax overrides (AAEs) and how these changes are handled in TAS.

Clerks will review Adds, Abates, and Escapes as well as initiate Special Assessments, State Assessed Utilities, Intangibles, Real Estate and Severed Mineral (AAEs) and how these changes are handled in TAS.

Appraisers will work through the June certification of values, including validation and verification checks, required imports, and certification reporting.

Appraisers will roll TAS control files into the new tax year and prepare personal property and oil and gas rendition notices.

The first session in the distribution series covers current and delinquent tax distributions for NRP, ILOT, and TIF. It introduces these program-specific workflows as the foundation for the second session. Some districts may opt not to attend this session, but day 1 attendees will want to attend day 2.

The second session completes the distribution workflow for other tax types, including severance tax, and follows transactions from TAS into Budgetary Fund Accounting and Taxes Payable for disbursement.

Treasurer staff will review escrow setup and the processing steps for managing escrow accounts in TAS.

Appraisers will review the hearing setup and tracking process for personal property, trucks, oil, and gas in TAS.

Clerk staff will set up a TIF/RHID tax unit in TAS and move parcels from a parent parcel to the appropriate unit. They will also create ILOT records and set up ILOT statements.

Clerks will review site setup and abstract reports, then work through the PVD July Abstract and related budget-estimate process in TAS.

Appraisers will review the control files, maintenance steps, and reporting options used for oil, gas, and horizontal-well records in TAS.

Appraisers will maintain TAS control files and property records for personal property and trucks, then review the related reporting options.

Clerks will add or import special assessments, assign the related fund, end-date records, and review related reports in TAS.

Clerk staff will value state-assessed values , manually and via import directly from a state provided file. Additional topics include real-estate parcel splits and combines.

Treasurer staff will use TAS collection tools to set up tax controls, receive and import payments, and balance the day’s work. The session also covers sending transactions to Cash Receipting, generating the real estate export, and running collection reports.

Clerks will use the TAS Assessment menu to create or maintain tax units, entities, and funds, then enter tax-levy details.

Clerks will complete year-end setup verification and final-value reporting, maintain levies, calculate taxes, prepare tax rolls, and complete the PVD November Abstract in TAS.

Clerks will review the available data and TAS steps used to create the 16/20 truck budget estimates.

Treasurers will review TAS processing for delinquent tax redemptions and warrants, then cover the related tax-sale workflow.

Payroll administrators will work with TCP settings for timekeeping, leave requests, reports, holidays, shift differentials, and schedules. They will also review employee time edits and approvals.

Payroll administrators will work with TCP settings for timekeeping, leave requests, reports, holidays, shift differentials, and schedules. They will also review employee time edits and approvals.

Employees will use TCP to record time, check hours and leave accruals, navigate dashboards, and submit leave requests.

Employees will use TCP to record time, check hours and leave accruals, navigate dashboards, and submit leave requests.

Payroll and managerial staff will explore Aladtec's scheduling tools for teams with complex Law Enforcement / Public Safety staffing needs.

Payroll and managerial staff will explore Aladtec's scheduling tools for teams with complex Law Enforcement / Public Safety staffing needs.

City clerks will import meter-read data, generate and deliver utility bills, create the ACH file, and complete the PSN export.