School Business Suite
1240 results found
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Background Check Section set to Confidential
We are adding the required Pre-Employment Affidavit to the Background Check Questions portion of our Fast Track Applications. In order for our district to be in compliance with Senate Bill 7 we would like to request for Skyward to add functionality for the Background Check Questions portion of the application to be confidential.
1 vote -
Bank Rec - Details on Cash Receipts
I am requesting an option to print cash receipts details when printing the reconciliation report. Right now we just have a "Total Cash" entry as the description under the Cash Receipts section on the reconciliation report. I want to be able to justify the total cash amounts by utilizing the descriptions for each CR entry that was entered without having to go back to each Cash Receipts posted.
73 votesThank you for submitting this idea.
Best Practice recommendation is to enter one cash receipt per batch number when you do cash receipt entry. In addition, go to PaC, System Admin, Fin Mgmt, Install Info, System Options, and make sure the flag for “Budgetary Accounting Update Summarize By Batch” is set to Yes. This will ensure each cash receipt is listed separately in the Cash Receipts area of the bank rec, which will make reconciling much easier.If you do not want to enter one cash receipt per batch number, you can use the Receipt Number field on the cash receipt entry screen instead. If you have the software assign a Receipt Number to each deposit, you can create a Cash Receipts report (Financial Management, Account Management, Account Mgmt Reporting, General Inputs History), sorted and totaled by Receipt Number. This report should make reconciling cash receipts easy. (We still recommend…
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Expand New Hire Request Org Chart Functionality
New Hire request need to have conditional routing at different levels. Currently we are limited and do not have conditional routing and are requiring the use of filters and end users having to approve one below as opposed to the requests routing directing to their queue. The expected outcome is for anyone creating/approving a New Hire Requisition to have the ability to choose from a drop-down who to route the form to. Currently this functionality exists in the time-off module where an end user can select more than one person to have their leave approved. Similarly we would like for…
1 vote -
Add an information line to CCd Time Off requests
Employees requesting time off can choose to notify other employees of that request and the result is that the selected employees are CCd on the full email chain of that request often with subject lines like New Time Off Request for Your Approval. When they read the body they can see that they are not actually an approver but employees get confused about why they are receiving these notifications. I would like to help eliminate some of this confusing by adding a one line information sentence to the start of these emails when employees are CCd. For employees receiving carbon…
1 vote -
Custom Audit Better Unemploy Comp Program Report
Attached is a copy of the report form that is needed to submit to PSBA. We currently are running this report in Microsoft Access and this process requires many steps to accomplish. Please note that a software competitor CSIU has created this report for their clients. This is displayed at the bottom of this form.
Our hope is that this report can be processed within Skyward and any user with payroll permissions can run.1 voteCould you please attach a copy of the report form that is needed to submit to PSBA? It’s not currently attached to this Product Idea.
Thank you!
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Pending Field to be added on Credit Card and Check
Pending Field to be added on Credit Card and Check Request screens
This feature is already available on the Approve Requisitions screen at WF\PU\MR\AR\AR
WF\AP\CC\AT Credit Card Approvals
AndWF\AP\CH\AQ Check Requests Approvals
47 votesThank you for submitting this idea. We are not considering this idea for development. The scope of this update does not align with our development roadmap. This idea will remain open for continued voting and commenting by our Skyward user community.
Thank you!
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Add "ATTN TO:" field to print in Check Address
An AP Check prints the following fields of information for a vendor in the address information:
Line 1: Vendor 1st Name and Vendor 2nd Name
Line 2: Address 1
Line 3: Address 2
Line 4: City State ZipWe would like to add an optional new field in the Vendor FM (Address tab) for "ATTN TO:" that prints below the Vendor Name and above Address 1.
Line 1: Vendor 1st Name and Vendor 2nd Name
Line 2: ATTN TO: xxxxx
Line 3: Address 1
Line 4: Address 2
Line 5: City State ZipWe need this to print on the…
40 votesThank you for submitting this idea. Nelco is the authorized partner of compatible paper forms for the Skyward software. All W-2 and 1099 forms, checks, and school forms are guaranteed 100% compatible. Any issues with the check layout will need to be handled by Nelco as Skyward is unable to alter the format in anyway.
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Selecting Multiple Codes, Names, Numbers, etc.
When selecting multiple codes names numbers checks etc. in PaC you can hold the shift key and select a range. You cannot do this on the Web. It is time consuming when you're selecting more than a few.
49 votesThank you for submitting and voting on this idea. After review we have decided not to pursue development at this time. This framework function would require significant time for development.
Thank you.
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EXPORT TO EXCEL DATE NEEDED
It would be nice if there was a date you could enter when looking at history to only export from that date forward. This is available on a lot of the screens in PAC where the export to excel option is.
This would save time waiting on years of data exporting.40 votesThank you for submitting this idea. We are not considering this request for development. We’ve conducted research on this request and the scope of this update does not align with our roadmap. This idea will remain open for continued voting and commenting by our Skyward user community.
Thank you!
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Add description field to payroll worksheet screen
This would allow users who are entering a limited access worksheet the ability to put in a description of why an employee is getting the pay. This would help the Payroll department to audit what is being entered and would be retained for historical tracking.
This has been a road block to using the limited access worksheets in our district.69 votesWe currently have the Transaction Pay Code in Payroll Worksheet which can be used to add a description why an employee is getting paid. Currently, what happens is when you select the Worksheet Detail record into Payroll, it pulls all the deductions/benefits from the Pay Record Pay Code, then renames the Pay Code to the Transaction Pay Code. When it comes through on the check, it’s the Transaction Pay Code, but everything is pulled from the Pay Record with the Pay Record Pay Code. Our suggestion is to create Transaction Pay Codes, but you won’t need to create pay records with them. By doing it this way, you’ll also create consistency between the different records vs a free form description box. This way will also handle any concerns about combining worksheet detail records into payroll transactions.
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Enhancements to Pay Distribution Report
Make the following enhancements to the Pay Distribution Report:
1) Add an option to print either the SSN Employee ID or neither
2) Add the Calc FTE to the report. Since this is sorted by the Account Number we will have to prorate the FTE and add an asterisk to the line if someone has a split distribution.
3) Add the YTD payments and contract balance
58 votesThank you for submitting and voting on this idea.
We’ve requested feedback while researching this request. Going forward, we are not considering this request for development.
Please continue to contribute your ideas — they push us to innovate, problem solve, and really understand your needs.
Thank you,
Ashley Prinsen
Product Owner -
Email Notification: Allow Advanced Custom Forms
A previous release included the use of Advanced Custom Forms within the Task but we now realized that the same form cannot be used on the same task for the Email Notification.
We use email notifications heavily. Without the ability to pull data from the adv custom form (name etc.) the emails are quite generic & meaningless.24 votes -
Allow approvers to get notificaton of PO Overage
Allowing an approver instead of the submitter of a purchase order to get notification that the PO went over. The negative impact would be that the person doing the budget has to go into each PO to see which ones are over.
35 votesThank you for submitting this idea. We need your feedback.
Would you expect to receive a notification if a certain account goes over budget, or if the PO goes over budget? Would you expect to receive a notification if both went over budget?
Thank you!
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Proxy on Expense reports
Goal: Be able to enter an expense report on another persons behalf. This would be helpful if a manager hands off a receipt for reimbursement the assistant is able to enter this as an expense and be the "proxy" for the manager. The assistant would enter the information and the approval would go to the manager for approval and then through workflow if needed.
The expected outcome would be keeping the check request and expense reimbursements separated and still be able to see workflow.34 votesThank you for submitting this idea. We’ve reviewed it and conducted internal analysis. At this time it is not under consideration for future development. The required scope of this request does not align with our road map priorities.
Thank you.
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"Other Name" or "Nickname" field
I would like to see an Other-Name field or Nickname field be added to the "Name" table.
I'm trying to utilize Skyward as the authoritative source for our staff data. I have found that many employees do not go by their legal first name OR other language(Chinese/Spanish) name i.e. "Cynthia" goes by "Cindy" OR "Hsin Jung" goes by "Amy"... (How does one find Amy in the staff directory when her name is listed as Hsin Jing?Why is there an other-name field for students but not for staff?
I want to be able to use this field to map to…75 votesThank you for submitting this Product Idea.
We've reviewed it and are not considering it for immediate development.
This idea will remain open for continued voting, and commenting. Thank you!
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Ability to rename time off allotment codes.
It would be helpful to be able to rename time off allotment codes. The description can be edited but the code itself can't be renamed. As groups change their time off agreements the allotment code can become less helpful when selecting. Creating new allotment codes isn't efficient because then it needs to be changed at the employee level and the list of codes is a mixture of current and outdated codes.
A process similar to the renaming of pay codes deductions benefits and employee types would be great. The code is renamed everywhere it is used in the system. For…
38 votesThank you for submitting this idea and responding to requests for feedback. We’ve conducted a thorough analysis and have determined that we will not be pursuing this update for development. The scope and risk involved does not align with our roadmap priorities. This idea will remain open for continued voting and commenting by our Skyward user community.
Thank you!
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On the YTD tab add the ability to accumulate TRS w
This would be VERY helpful when processing the TRS annual report. The outcome would be a quick way to check TRS wages when completing the annual report. It could be done by adding the ability to accumulate wages by a date range that would be manually entered. It is already accumulating by a predetermined date range.
35 votesThank you for submitting this idea and voting on it.
We suggest you try running the Update Retirement Earnings with Summer Payroll Amounts. This can be found by navigating to PaC > Human Resources > Payroll > Reporting > Retirement Processing TRS. Click on the “Options” button to run the Update Retirement Earnings with Summer Payroll Amounts.
Keep an eye out for Emails from Skyward for TRS Annual & TRS Pay Period Report Webinars and Training available this summer.
The TRS Pay Period Report goes live January 2021.
Thank you,
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Holidays split between pay codes
The goal would be to have the system look at the employees detail schedule and split the holiday pay between pay codes rather then basing it on the primary pay code. The only way to currently do this is to manually split it and this leaves too much room for error.
The expected outcome would be for the system to look at the detail schedule rather then the primary pay code when determining holiday hours.64 votes -
Add the ability to import data into AR Invoices
We need the ability to import data from EXCEL into AR invoices in the same manner it is possible to populate journal entries from an EXCEL Spreadsheet. Unlike schools we do not receive state funding and therefore operate more like a business which requires monthly bills for services rendered--so an efficient AR process is critical to our success.
Our billing data comes primarily from two separate databases--one is our workshop registration software the other is an internal database built in Drupal. Inputting the data into Skyward is too laborious with too many clicks and is of course a redundant process…22 votesThank you for submitting this idea. We’ve spent some time reviewing the request and researching our options. We’ve decided that this request is not considered for development at this time. The scope of the enhancement does not fit within out roadmap.
This idea will remain open for continued voting and commenting by the Skyward user community.
Thank you
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Purchase Orders
Purchase Order "Deliver To" Needs to have the phone number added as when venders call with a concern or question they always call the Billing Office as that's the only phone number available and they don't know the answer so then the call is forwarded to me.
With the phone number added to the delivery address calls would be directed directly to the correct school without delay in answers. Deliveries wouldn't be delayed and the Billing office would not be given unnecessary calls. You have built into the system address 1 & address 2 - address 1 could be the…46 votesThank you for submitting this idea!
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