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Training is key to the success of implementing any new system such as Unit4 ERP. The training plan has been developed to reflect roles and usage of the system, ensuring that all users are equipped  with the right information, skills and knowledge to carry out their role.


The phase two training schedule will run from September to October 

Training materials

Due to the pandemic all face to face training will be delivered via Microsoft Teams as an interactive course with exercises for attendees to engage in. The duration of the training has also been increased to ensure quality is maintained. Sessions will be recorded for existing and new staff to view, at a later date. 


Phase 2 training

Trainer-led sessions for heavyweight users

Sessions for this group will run from Wednesday 29 September to Thursday 21 October and will be trainer-led, virtual sessions using Microsoft Teams.

Line manager conferences

3-hour line manager’ conferences will be held every day from Monday 11 October to Friday 22 October using Microsoft Teams.    

Council companies’ conferences
3-hour council companies’ conferences will be held on Monday 25 and Tuesday 26 October using Microsoft Teams.

Change champions’ conferences
3-hour change champions’ conferences will be held from Monday 27 September to Wednesday 29 September using Microsoft Teams.

Schools and academies conferences
3-hour schools and academies’ conferences will be held from Friday 8 October to Friday 22 October using Microsoft Teams.

Additional training resources

  • E-learning modules

  • Short videos

  • Quick cards (brief guides to completing specific tasks)

  • Reference guides

All training resources relating to phase one finance modules are currently available in the Resources section of this site. Phase two resources relating to HR and Payroll will be uploaded soon.


Business Processes

Business process documents have been developed to provide users with the required set of tasks and system steps to undertake each business process activity.

Business process maps and process description documents


Benefits of business process management

  • Maintain process compliance across both councils, Council Companies (ASDVs), schools and academies and Cheshire Pension Fund.

  • Cut out repetitive tasks, saving time and money. 

  • Consistency of process delivery, resulting in satisfied internal and external customers.

  • Helps to reduce human error, adding additional security measures to protect council data.

Phase one service  areas covered by business processes 

  • Core Finance - R2R, PCB, Planner, Bank Reconciliation

  • P2P Accounts Payable

  • S2C Accounts Receivable

  • Core HR - the majority of business processes will follow in Phase 2

  • Payroll - will follow in Phase 2

  • Cheshire Pension Fund

Business processes for HR and Payroll will be uploaded soon.

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