School Business Suite
72 results found
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Time Off Requests - No more than 1 day per request
We use calendars on employee profiles and would like the option to turn off the Time Off Date Range so employees could not ask for more than one day per request.
1 voteThank you for submitting the product idea! This is actually already a feature - the option you are looking for is located through Web Product Setup > Employee Access > Configurations > Time Off Setup.
Under the Request options tab there is a checkbox option "Prevent Employees from requesting more than one day off with a single Time Off transaction" which you will just want to make sure is checked.
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Skyward Profile Notes
We've encountered an issue with profile notes (WH\EP\TB\NO). When an HR staff member adds a note to an employee profile, only they can edit the note. If the staff member who entered the note separates from the district, no one can update the note.
6 votesThank you for submitting the product idea!
I ran a test of this on an employee profile - I entered in notes as the original creator, and then super used in as another user, and was able to modify the notes as the second user.
Could I have you verify that they have the proper security to the notes section? (At least level 3 access for editing?)
Thank you!
Erik O.
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Combine Employee Contact Information
Format employee data so that address and phone/email can be viewed on one "contact information" page. Clicking from one area to the other to get this information is very cumbersome.
3 votesThank you for submitting the product idea!
On the Employee Profile screen, towards the top of the screen there is a customize button - with this you can choose to have specific employee information pinned onto the screen for easier viewing of the data you wish to see.
I have included an attachment of the button on Employee Profile with the options available to you.
I hope this helps and is an alternative you can use!
Erik O.
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It would be very nice to be able to add new zip codes in Web
It would be very nice to be able to add new zip codes in Web under AM>Codes
1 voteThank you for submitting the product idea!
While zip codes cannot be added through WF/AM, you can add them through Web Financial Management under Vendor > Codes > Zip Codes. This will bring up the zip codes tables where you can freely add. You will need at least level 3 security access for the add button to appear.
I hope this helps!
Erik O.
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Add Vendor Phone # to Vendor Info on Profile
Add Vendor Phone # to Vendor Info on Profile - this will eliminate the need to open a new window or get out of Invoices and going to General Tab to get the phone number while working with vendor on AP Invoice issues
3 votesThank you for submitting the product idea!
We have reviewed it and would like to offer a suggestion on how to get the information you are looking for.
In Vendor Browse (Web Financial Management > Vendor > Vendor Browse), you do also have the ability to create a custom filter which would allow you to see the phone number easily and re-arrange the fields to fit your needs.
Thank you!
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Remove Batch lock feature
What is the purpose of the "Batch lock"? Several of the secretaries gets block and I have to unblock them before I can update PO's. It's such a waste of time.
6 votes -
UTILITY TO PURGE COMMODITY CODES NOT USED
Add a Utility to purge commodity codes that are not used in a specific time frame.
2 votesThank you for submitting the product idea!
You are able to delete the commodity codes through Web Financial Management > Purchasing > Product Setup > Codes > Commodity Codes.
These codes cannot be tied to an active requisition when being deleted.
If you are unable to delete these codes or the "Delete" button does not appear, you will likely need to look at security access. At least level 3 security access is required to be able to edit or delete. If you do need help assigning the correct security access, a service call to our customer success team would be a great place to start.
Let us know if you have further questions!
Erik O.
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We would like to prohibit employees from submitting timesheets before all hours are accounted for based on the scheduled hours.
Employees are submitting timesheets either before all time off hours are imported or are forgetting to input time off or enter it correctly for various reasons; they may leave in an emergency situation, they don't account for lunch times, etc. They then submit their time sheet short of what their scheduled weekly hours should be. It would be great to prohibit employees from submitting until all hours are accounted for. It would allow it to be corrected much much sooner than when it has reached the payroll department and very close to when the payroll needs to be processed and…
11 votesHello!
We have a few options that you can try to resolve some of these scenarios you have listed.
We cannot prohibit employees from submitting timesheets before all hours are accounted for, but you can set a requirement for the employee to select a reason why their timesheet is short on hours when the timesheet is at least X less than their weekly schedule time.
For your approvers, there is a setting where you can display timesheets in a different color when they are under a certain # of hours of their schedule.
If your employees have an annualized rule, you could have a time off record created for any hours you are short.
Thank you,
Caitlin Barton
Product Manager
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Receiving Option to Mark Completely Received
Currently, the only reportable way for AP staff to know that an order is completely received is for them to go through each order and check for all items received, then they can manually mark it as completely received.
In order for staff in AP to know when an order has been completely received, there should be a checkbox for the person checking in the order (that may have been received over multiple days/weeks) to check when the last item has been received and the PO is completely received.
2 votesThank you for entering this product idea.
We are assuming you have separate employees doing the PO and receiving entry versus the invoice entry? If this is true, then the invoice entry staff do not know when the PO/receiving staff have fully received the items?
Our suggestion is that whoever is entering in the receiving records should go out to the PO and change it to fully received when they have received all the items. Then when the AP employee adds the invoice in using that PO it comes in as fully received and the AP employee does not have to look at any of the receiving records.
thank you!
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Adding a Room field within Skyward Business
I think it would be great to have a room number field within Skyward Business. Our IAM system syncs with Skyward and it would be great to pull the room number from one central source and push out all of this to our other downstream systems.
1 voteHave you tried creating a Custom Form with a new Field for Room Number? You could use Skycoder from Human Resources to attach the Custom Form to Screens and collect the Room Number.
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Allow text messaging option in addition to email for alerts and updates.
Allow text messaging option in addition to email for alerts and updates. For example in Time Off, Fast Track; notification could be received via text to alert that a request has been submitted.
3 votesThank you for submitting this Product Idea. We researched implementing Text Message within our system and determined the scope of development did not align with our Roadmap vision.
We do have Push Notifications for some areas in our Business Suite:
Time Off: Request Awaiting Approval, Request Approved, and Request Denied
True Time: Time Sheet Awaiting Approval, Time Sheet Denied
Finance: Requisitions Awaiting Approval, Check Requests Awaiting Approval, and Credit Card Transaction Awaiting Approval
To enable these Push Notifications please navigate to: Product Setup / System Administration / Push Notification Queue/ Configuration (PS\SA\NQ).
We will evaluate implementing Fast Track pus notification as part of researching this Product Idea.
Thank you!
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TImesheet Approvals
It would be helpful for timesheet approvers to be able to mass approve timesheets even if they are over or under the scheduled hours. It is time consuming to have to look at each time sheet if required to approve it.
1 voteThank you for submitting this idea.
It would be helpful for us to know what Timekeeping Rules you currently have set up at your district. There may be some adjustments you can make that would no longer require approvers to review each one that is over or under scheduled hours.
We suggest reviewing the options highlighted in the attached screenshot. If these options are set at your district it will prevent mass approval of timesheets.
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True Time Exception Report
On the True Time Exception Report it would be helpful to have an option for employees who are not clocking in/out for lunch. We have quite a few number of employees who are doing this and we need to correct the issue with them.
1 voteThank you for submitting this product idea.
Have you tried creating a Data Mining Report where the Total Hours worked are greater than a certain amount, but the lunch hour duration is less than a certain amount?
It could looks something like the attached example.
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Ability to RE-NAME rate table codes in Sub Tracking
We would like to RE-NAME some of our rate table codes in Sub Tracking. In other areas of the software I rename deduction/benefit/pay codes/Employee Management Plans with a "Z" in front of it, so that it doesn't even appear in my browse. Thank you for your consideration. I submitted SC 4911174 and it's not available and they suggested submitting an idea.
5 votesThank you for submitting this idea.
The Rate Tables are a combination of Employee Type & Sub Type. Have you tried changing the Employee Type Code and/or the Sub Type Code to re-name one of the rate table codes in Sub Tracking?
Thank you.
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Have TT recognize non scheduled days from empoyee Manangement calendar
Please have TT look at the employees Employee Management calendar for all of the days...paid holiday (as it does now) AND non scheduled days. It is double the work to build individual calendars in EM and edit schedules for non-scheduled work days.
2 votesThank you for submitting this Product Idea.
We suggest submitting a Service Call so one of our Customer Success Representatives can assist you with setup. Our system should already be able to read paid holidays and non-scheduled days (or non-work days) from the same calendar.
Thank you!
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Remove or Adjust the ability to print purchase orders with signature
In the Purchasing Activity screen and View My Purchase Orders screen individuals have the ability to print the purchase order(s) with a signature by passing the Purchasing department. There are two places they can print the signed purchase order even if the Print button id removed.
2 votesWe reviewed the Service Call that was submitted prior to submitting this Product Idea.
We've created a Skycoder import file. By importing this file you will be able to use Skycoder to hide the view button on print history when coming from all screens except for Purchase Order Entry.
This file is not supported as an attachment type on Product Ideas, so Skyward will email the file directly.
Thank you.
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Payroll department needs to be able to change pay codes without denying timesheet
Payroll really needs to be able to change the pay code when they are processing True Time. Too many people select the wrong pay when clocking in on the app which then reduces the annualized pay amount and charges the funds to another, incorrect, account number.
The process of having to go in deny it, wait for the employee to change, then get re-approved is not efficient whatsoever!6 votesHave you tried any of the following suggestions?
(1) Have you tried excluding pay codes that you don’t want? There is the ability to exclude pay codes that you don’t want employees tracking time against from True Time. This can be done with district wide or by timekeeping rule.
(2) You mentioned the app. Does that mean that the employees are having the biggest issue on the mobile app? When employees have multiple pay codes to track time against. the primary pay code is indicated in pretenses. This should happen automatically.
(3) Is it a business practice to deny the Time Sheet, wait for the employee to change it, re-approve and re-submit? HR should have the ability to update the pay code from the Employee Profile in the Web.
Thank you!
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Add Ability to Schedule Direct Deposit Email Processing
Currently there is no option to schedule the Direct Deposit Email that goes out on pay day. The ability to schedule this a few days before would be beneficial so staff who are on vacation and or out sick do not have to log in to send the email the morning of payroll.
16 votesHello! Scheduling Direct Deposit emails is current functionality. You can set this up two different ways. If you just sent your Direct Deposit emails recently, you can go into “My Print Queue” (upper right hand corner of your screen). You will see a Report Description with “Send Direct Deposit Emails”. Highlight the row by clicking on it and then click on Tasks on the right hand side. You will then click on Schedule This, which will prompt you to choose which days of the week, months of the year, etc. to run the scheduled task. Once you are finished click Save. If you do not have any recent Direct Deposit Emails sent, once you run your next Payroll and you send the notification you will have the same record in your Print Queue which will allow you to setup your scheduled task with the same steps above. Thank you and…
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True Time = Updating time sheets into seperate Worksheet Selections
Within True Time = when UPDATING time sheets, if there was a button where we could individually HOLD or SELECT a specific time sheet to go into a different WORKSHEET SELECTION. For example, I am pulling in teachers time sheets and I want a couple of this group to go into a different worksheet because they need to be paid on a different date then the rest.
5 votesThank you for submitting this Product Idea. We suggest putting the people you want in a different worksheet into a different timekeeping rule.
This Product Idea will remain open for continued voting and commenting by the Skyward User community.
Thank you!
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In PAC, Reporting, Detail check history. 1) have a "look up" button. 2) be able to create folders for reports I want to keep.
1) I save a lot of reports in Detail Check History. It would be nice to have a "lookup" feature, so I don't have to scroll through all of them. i.e. ones starting with a "T". 2) It would be very helpful to have folders where I can save & store reports for future reference. i.e. for Audits. Then I do not have to re-create them. But then they are also not cluttering the rest of my reports. Or also to have folders for reports I run every pay day--have them all together in one folder. Kind of like "saved…
1 voteThank you for submitting this idea. We've reviewed it and have the following suggestions to try instead:
(1) On the Web, the Vendor Check History has a lookup feature.
(2) We've heard from other Skyward customers that they use a prefix on the report description for grouping reports, this would also help when using the lookup feature on the Web.
(3) On the Web, you can schedule Reports, this is one solution to implement for the reports you run daily.
Thank you!
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