School Business Suite
1254 results found
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Inability to Post-Date transactions to SBAA
There is not a way to Post-Date transactions in SBAA more than 90 days. So you CAN NOT post prior-Year adjustments in SBAA. Which means if you do not close out SBAA before approx. November 28 for a August 31 year-end you can not close out the year properly. You need to let Administrators either post date further back than 90 days or be able to post Previous Year adjustments.
2 votes -
rule added for rated leave processing
need a way to add a rule to time off for rated leave so it will pull from oldest leave earned first in rated table. want the system when a used transaction for rated is entered it will take from the oldest leave earned first until all the balance is zero and then move to the next year on the person and role the zero balance rate line off the system as far as be able to be used.
1 vote -
Adding cascading groups to time off limited access
We need the ability to set up cascading groups for time off limited access for rated leave. So a Secretary adds a sick transaction to someone that is an administrator the system would pull from admin rated cap and last sick. Clerk would enter a sick transaction and the system would pull from the correct cascading group based on the rules from cascading rule.
1 vote -
Would like 'Time Left' field to be available in DM
Our district sends out letters monthly to employees who have 6 or less sick days left. We are trying to come up with a more streamlined solution than sending out a paper letter. The time left field is currently not available in data mining. If we were able to pull this field for Sick Leave then we could set a range of 0 to 6 days left. This would generate a report with the exact employees that need letters.
I am trying to help alleviate some of the manual tasks that HR has to do as their work load keeps…67 votesTry this instead:
Access this same information through Employee Time Off Tracker. With the tracker, you can select employees and the time off codes you want to see. Then on the browse, you can use the filter to see employees with specific amounts. You are able to get the data you need through this method and still use task manager to notify employees.
Thank you!
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Add Alert for PD requests pending approval
I think I may have asked this before but another supervisor has requested that I ask Skyward to add this feature. Professional development requests awaiting supervisor approval do create an email that alerts the supervisor of the request. However the alert feature within Skyward does not include those pending PD requests. I just found two PD requests over a year old that were waiting approval from the supervisor. The supervisor was unaware they were there because the onscreen alert (the yellow ball that indicates time sheets time off requests or requisitions requiring approval) doesn't include PD requests.
Please consider adding…1 voteThank you for submitting this idea to the Ideas Portal.
This is the platform for Skyward users to show support for ideas they like. It’s also the perfect place to share your thoughts and start a conversation about the idea.
If you like this idea, and you want it considered for development, then we need to see your support!
If you like this idea, please vote and comment. You can track it as it rises to the top of the list.
Thank you,
Ashley Prinsen
Product Owner -
Physical Inv. Report
We need a Class code to be added to The Physical Inv. Report. We would also like an Exclude button this would be MOST HELPFUL to Exclude a "Dept." or "Class" code. We have many departments that do not need to see all Class items. For example technology want to see C - Computers not everything else. Buildings & Grounds only want to see B&E Buildings and Equipment. For large districts this sorting feature is extremely important please make every attempt to add this feature we have gone to long with out it.
1 voteThank you for submitting this idea to the Ideas Portal.
This is the platform for Skyward users to show support for ideas they like. It’s also the perfect place to share your thoughts and start a conversation about the idea.
If you like this idea, and you want it considered for development, then we need to see your support!
If you like this idea, please vote and comment. You can track it as it rises to the top of the list.
Thank you,
Ashley Prinsen
Product Owner -
Yellow Folder
Is it possible to have a program like yellow folder for the HR department. How are you competing with the software Yellow Folder. We need a program we can enter the employees reprimands weight limit restrictions and everything Yellow Folder offers. We need to be able to pull reports and sort the information for all the employees. Be able to sort all information entered and pull reports.
1 vote -
Delete by Employee with Online Forms
You cannot currently delete an online form process for a given employee. There are instances where an employee may not need to complete the online form such as resignation or the employee letter that's posted is incorrect etc. In that case you cannot delete anyone who was assigned the online form unless you log into their profile and complete the form for them. It will always show as incomplete or outstanding. Either we need an option to delete an online form for a specific employee or it needs to be setup like the Student side's Online Form which includes a…
45 votesTo remove an individual from an Online Form, the Online Form will need to be deactivated temporarily. Once you deactivate you can click the Activate button again and then the Selection Parameters screen will come up where you will be able to make changes to remove the individual from the Online Form. You can do this even if the employee has already completed the Online Form.
Note: This will only work if you make your employee selection by individual employee.
Thank you!
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Quick Add option to invoice entry
In the Invoice Detail Lines/Accounting a Quick Edit/Add option would save time for invoices with many codes.
This would be similar to the JE option to have a quick add/edit76 votesWe’d like to thank everyone who voted on this idea and took the time to either respond to requests for feedback or took the time for conversations over the phone.
We’ve been researching this request and after many conversations decided not to pursue this enhancement. We would love to deliver a quick add option to AP Invoice and fully understand the benefits from the user’s perspective. However, the complexities involved with the various account allocation options significantly complicates our ability to provide a one-size-fits-all approach.
Please continue to review the Ideas Portal, cast your votes, and add comments to ideas you support. We will continue to review and research them.
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email PO orgin for items marked as pending receipt
To generate an email when the AP department puts an invoice in "pending receipt status". This would save them from having to send an email out separately to remind them or verify that they have received the items in question.
Add a notification similar to those that are under "user preference" for requisitions. Or also it could be possible added under the FM Config where we can set up to have an email sent to the originator when a PO exceeds to the PO amount by a certain %.43 votesThank you for submitting this idea. We are not considering it for development at this time. This idea will remain open for continued voting and commenting by our Skyward user community.
Thank you!
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TX: TASB Filter Mass Processing Preview
When using the TASB Filter Mass Processing add 2 new fields to the Preview. 1. TASB Midpoint Amount - since this is different for each person this would pull based on their Job Type on the Assignment plus the TASB Groups setup for the year. 2. Calculated Increase - because each increase will be different again because of the TASB Group Midpoint and the percent or amount defined on the Filter add a new column before New Code that will show the calculated increase. This will allow the district to look at a single screen to determine if the calculated…
1 vote -
Increase PA UC decimal places from 4 to 6 digits
Our district does the finances for a charter school that resides within our district. This charter school's PA Unemployment Compensation rate as directed by the PA Dept. of Labor is 0.036785.
Skyward currently only allows 4 decimal places so I'm only able to enter 0.0367 or 0.0368.If this isn't something that can be fixed in the current Skyward software please make sure to include it in Qmlativ.
52 votesThanks for submitting this idea.
It appears this already exists in SMS 2.0.
Under HR\PA\RE\PA\SF\UCThe UC Employer Tax Rate allows for 6 decimal places.
Thank you,
Ashley Prinsen
Product Owner -
True Time Overseer
We could really use the ability true time overseer.
We would like another person to have the ability to approve timesheets in the event the supervisor is absent. We would like the ability to give them permissions to a specific group (like bus drivers) much like with can do with time off overseers...76 votesThank you for submitting and voting on this idea. Upon further technical review, it has been decided we will not be moving forward with this request at this time due to the differences in expected functionality and the complexity of solving for all possible scenarios.
Please continue to contribute your ideas — they push us to innovate, problem solve, and really understand your needs.
Thank you,
Ashley Prinsen
Product Owner -
Multiple building fields on Personnel tab
It would be very helpful to show all buildings if an employee actually works at more than one location on the Personnel tab. If we had a primary building and alternate buildings showing it would be great to have these new fields available in Data Mining. Users now run building reports in DM but the employee may not be on their list since it does not appear in Personnel as the "main" building so the report is not accurate. We want them to be able to see all their buildings at a glance on the main screen. his could even…
105 votesThank you for submitting and voting on this Idea. We’ve spent some time here at Skyward doing research for this request and have determined after a thorough analysis that we will not be pursing this development.
We discovered, that if we add multiple buildings to the employee profile, this change would create large ramifications. Building is found in many places throughout the system and the effort, impact and risk to update is not something we will be able to address at this time.
We recommend using Employee Management Data Mining to report on Employees and all their Assigned Buildings.
In Data Mining use Assignment as the Driver Table, In Field Areas select Position, and under Position select Position Building Code, Position Building state, and Position Building Desc. To report on all buildings associated with an Employee.
Thank you!
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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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