School Business Suite
205 results found
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MFA when accessing W2 information
Challenge: Hackers accessing end user employee access accounts and garnering W2 information. Keep all W2 information hidden and instead of keying in SSN to access W2, use MFA. When access is given to W2, send auto notification as banks due even access is given.
1 voteThank you for submitting the product idea!
We are looking for more information on this idea - is your district currently using MFA for Employee Access?
If not, what are the concerns of having this enabled for Employee Access entirely?
The option to add an email notification when W2s are accessed is a possibility, as well as masking the W2 info. Would it be the browse we are looking to mask?
Thank you!
Erik O.
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Enable importing data for bulk check requests and vendor adds/changes
Enable importing data for bulk check requests and vendor adds/changes to expedite data entry when a large batch of checks for individual vendors (families) needs to be entered. Every year we have transportation contracts that require check requests for hundreds of private school families. They've had to be entered one at a time, along with vendor creation and updating, usually in a rush timeframe. Every year, this feature will create a huge time/labor cost savings and make it more reliable for us and Fiscal Services to meet the end of fiscal year deadline. The business need isn't going away. We…
1 voteThank you for submitting the product idea -
We do have the vendor import which is located through Web Financial Management > Vendor > Product Setup > Utilities > Vendor Import where you can setup a .csv file.
As for the check requests, would it be expected that there are multiple detail lines on a single check request or a check request for each vendor?
Thank you for your additional input!
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Employee Access / Address / Request Changes
Could there be an option to select which addresses employees would like to change when an Address Request Change is entered? Possibly check boxes beside all available Addresses for them to select the ones to update upon approval? Thanks!
1 voteThank you for submitting the product idea!
We would like some additional clarification on this
Currently, employees can request to change their primary or their mailing address and they can be requested to be changed independently. It may depend on how your request changes configuration is setup.
Or would you expect 1 request for an address change instead of 2?
Thank you!
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Electronic Onboard Module
We're looking for electronic payroll and HR docs and wondering if Skyward will in the future provide this option to purchase. Fast Track only would help with demographic information and assingnment. We're looking for payroll information like their electronic I9, W4, etc. I overheard that it may be an option with Qmlativ. We already use Task Manager for lots of other data but we're looking for something more robust and interactive. We don't want to add another system.
49 votesThank you for submitting the product idea!
We are looking for more input from our users on this topic.
1. How does this affect your day to day duties with using an onboarding module?
2. What system/process do you currently use to work with gathering this payroll information? Do you utilize something like Custom Forms, FastTrack?
3. What features/processes are you looking for with this onboarding module (ie. do employees upload the documentation, review/approval process, profile integration, etc...)
This idea will remain open for further exploration and input from the Skyward Community.
Thank you!
Erik O.
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Default setting in Position Control Maintenance to not update assignments
We would like to see a default the setting when changing FTE in Position Control to be “Do NOT update any information on the Assignments”.
When changing # POS in Position Control (WH\AD\EM\PC) a screen appears with "assignment Processing Options".
We are wanting the system to default the setting to be “Do NOT update any information on the Assignments” so that there is less chance of making an errors to the current assignments.
17 votesThank you for submitting this Product Idea. We have reviewed it and would like to see more support from the Skyward user community.
There are a few questions which we would like a better understanding on with this product idea:
1. Would a user preferences area be helpful so the user can decide how they want the option defaulted on how to update assignments?
2. Are you only looking for when FTE is changed or when any area on the position control is changed?
This Idea will remain open for the Skyward user community to show support by voting and commenting on it with additional use cases.
Thank you!
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'Unselect All' is needed in Clone/Replace Securities utility
When cloning/replacing securities, an 'Unselect All' option is needed in the Budgetary Data Mining area. The default is to have every BDM report selected. Some employees have hundreds of BDM reports, and each one has to be unselected if they aren't wanted to be cloned.
8 votesThank you for submitting the product idea!
1. Are you referring to the utility located through Employee > Employee Replace/Clone > Under the Data Mining Tab?
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True Time Edits
Currently True Time has widgets for Timesheets Waiting My Approval and Time Off Waiting My Approval. Could you add a widget for True Time Edits or Timesheets Edits Waiting My Approval. Employees can add an Edit Note, but Approvers have to go and find the requests rather than being notified. We would like an email notification to go to Approver when an Edit is requested and then also a widget so they can see Edit requests on their Home Page.
24 votesThank you for submitting the product idea!
1. Just for clarification, whenever a user makes an edit to a timesheet note, you would want the approvers to get an email notification?
a. With this, would this only be if they edited after submission of the timesheet?
2. The 2nd portion you are looking for a similar widget to the time off approvals widget?
Thank you for your additional input, the idea will remain open for continued voting by the Skyward community.
Erik O.
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Modify screens in SBAA and Purchasing
It would be great if we could modify our screens to better fit our needs. LIke deleting rows that aren't fitting our needs. Currenlty in purchasing you can modify and find your modifications under CLONES but there is no ability in SBAA to do the same. And rather than cloning I just want to remove columns
1 voteThank you for submitting the product idea!
We are looking for more information on this:
1. Are you referring to the ability to modify the view of the browse and what information displays?
2. What information are you looking to adjust, and under which menu paths? (Check Requests, Cash Receipts, Journal Entries, Purchase Orders?)
3. How does this change affect your day to day duties?
This idea will remain open for further input from the Skyward Community.
Thank you!
Erik O.
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Multiple Remit To's for one Order From
There is currently the option to have multiple Order From's for One Remit To and we would like to also have the option to have multiple Remit To's for one Order From.
1 voteHello! Please tell us more on your use cases for this. What are your processes and policies in place for an option for multiple Remit To's from One Order From Vendor? Could you share some examples where this comes into play? Thank you!
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Allow account merge for a specific prior fiscal year #TSUG
We would like to have the capability to do an account merge for a specific prior fiscal year. #TSUG
4 votesThank you for submitting the product idea!
1. Could you expand more upon the use case for this requested change?
a. What would be an instance where you only want to merge a specific prior fiscal year?
2. Where would you expect to select the fiscal year? Would a single account be merged at a time or multiple?
This idea will remain open for the Skyward Community to continue voting on and sharing their thoughts.
Thank you!
Erik O.
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Add more filters to Mass Delete Utility
It would be nice to have more filters for the Mass Delete Utility
1 voteThank you for submitting the product idea!
Could you please tell us more about how this impacts your day to day and how the filters currently do/do not work with your district regarding the Mass Delete Utility?
Thank you!
Erik O.
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When having a Blanket PO and had 30 invoices to enter it would be nice if there was a way to enter them together on 1 page.
When having a Blanket PO and having 30 invoices to enter it would be nice if there was a way to enter them together on 1 page instead of having to do them all separately.
13 votesThank you for submitting this Product Idea. We have reviewed it and would like to see more support and use cases submitted from the Skyward user community prior to considering it for development.
This Idea will remain open for the Skyward user community to show support by voting and commenting on it with additional use cases.
Additionally, you now have the ability to indicate the level of importance when submitting or voting on an idea. Please take into consideration all the possible enhancements Skyward could complete for you and rank this idea with the global picture in mind.
Thank you!
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add a mass add of pay codes in Web
If there cannot be a way to add a processing list to PAC to add pay codes based on a processing list please add a mass add/delete/edit option to Web.
This is so important at the end of the year when we have 100+ people that we pay severance pay to. We could run a processing report based on term date and then give those people a severance pay code. We could then go to mass edit pay codes and change the amount for each of those people.6 votesThank you for submitting this idea.
We’d like to better understand this request. Can you tell us more about how the current selection parameters on the mass change utility is not meeting your needs in PaC?
Related question/ try this instead: Are you using Employee Management at your district? If so, you can run the Additional Pay Code Mass Add Utility to add the severance code to the Employee Assignments using a Processing List. Then, when you run the Assignment Export /Payroll Import, the Employee Pay Records will be updated.
Thank you,
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Longer Org Chart list of supervisors
Our employees have multiple paycodes which are approved by multiple supervisors. We'd love to be able to see more than just a list of 3 supervisors when we look at an employees org chart tab, to ensure we have them set up properly
3 votesThank you for submitting the product idea!
For clarification, are you referring to the org chart itself or within Employee Profile tabs?
Thank you for your additional input!
Erik O.
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True Time Reports/History for Inactive Employees
When a Classified Employee resigns, we deactivate them so they no longer have access to Employee Access. This includes removing them from org charts, deactivating pay records, time off, etc. However, there are times that we'd like to go back and see time sheets. At this point, we have to reactivate them and put them back on an org chart to be able to see anything in True Time. Is there any way to have them inactive, but be able to keep the time sheet history active and easy to get to?
10 votesThank you for submitting this Product Idea. We have reviewed it and would like to see more support from the Skyward user community prior to considering it for development.
This Idea will remain open for the Skyward user community to show support by voting and commenting on it with additional use cases.
Thank you!
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True Time
I have input a Skyward ticket to see if setting the order of pay codes in the employee's True Time clock view was possible and was told there was not a way to do this and to submit as an idea.
I want to be able to have pay codes listed in a specific order within the True Time time clock view. For some employees with multiple codes, it would decrease errors if we could list the codes in a way that makes sense. I am not a big believer in multiple codes, it increases the risk of error and…
5 votesThank you for submitting this product idea, all the supporting details and documentation. We have reviewed it and would like to see more support and use cases submitted from the Skyward user community prior to considering it for development.
This Idea will remain open for the Skyward user community to show support by voting and commenting on it with additional use cases.
Additionally, you now have the ability to indicate the level of importance when submitting or voting on an idea. Please take into consideration all the possible enhancements Skyward could complete for you and rank this idea with the global picture in mind.
Thank you!
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Truetime Supervisor Employee ID
It would be beneficial to have the Supervisors employee ID as a mine-able field in Skyward because some systems outside of Skyward require supervisor ID rather than just the name in Truetime. I have to manually parse that information in an excel spreadsheet for 1400 employees then upload it into our systems.
5 votesThank you for submitting this Product Idea. We have reviewed it and would like to see more support and use cases submitted from the Skyward user community prior to considering it for development.
There is one thing to consider: If EmployeeID is added to Data Mining, it would become available in Employee Access Data Mining. For Organizational Charts employees could potential access EmployeeID where previously it was not available.
This Idea will remain open for the Skyward user community to show support by voting and commenting on it with additional use cases.
Additionally, you now have the ability to indicate the level of importance when submitting or voting on an idea. Please take into consideration all the possible enhancements Skyward could complete for you and rank this idea with the global picture in mind.
Thank you!
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Email Direct Deposit
Ability to email print deposit advices to employees who do not have employee access.
Current process is we print them and mail to employee as they do not have employee access. Having the ability to email them would save paper and money on postage. Email address is already tied to their profile.
5 votesThank you for submitting this Product Idea. We have reviewed it and would like to see more support and use cases submitted from the Skyward user community prior to considering it for development. We'd also like to see a conversation about security of employee information.
This Idea will remain open for the Skyward user community to show support by voting and commenting on it with additional use cases.
Additionally, you now have the ability to indicate the level of importance when submitting or voting on an idea. Please take into consideration all the possible enhancements Skyward could complete for you and rank this idea with the global picture in mind.
Thank you!
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Create a Button that says "Returned For Corrections" in addition to the deny button
For approving purchase orders, currently, the only options are to approve or deny. We would like the ability to select "Returned For Corrections" so the secretaries and principals don't get overwhelmed with constant denials.
6 votesThank you for submitting this Product Idea.
We recommend denial comments are very descriptive so secretaries and principles (or whomever is processing the denials) know what should be changed or if it can be submitted or if it is fully denied for other reason and cannot be resubmitted.
We have reviewed it and would like to see more support and use cases submitted from the Skyward user community prior to considering it for development.
This Idea will remain open for the Skyward user community to show support by voting and commenting on it with additional use cases.
Finally, you now have the ability to indicate the level of importance when voting on an idea. Please take into consideration all the possible enhancements Skyward could complete for you and rank this idea with the global picture in mind.
Thank you!
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Commodity code
I am requesting for commodity code to be added to Expense Reimbursement, Check request and direct payments? We are a self-certified district and track purchases up to $49,999.99 on a daily basis.
3 votesThank you for submitting this Product Idea. We have reviewed it and would like to see more support and use cases submitted from the Skyward user community prior to considering it for development.
This Idea will remain open for the Skyward user community to show support by voting and commenting on it with additional use cases.
Additionally, you now have the ability to indicate the level of importance when submitting or voting on an idea. Please take into consideration all the possible enhancements Skyward could complete for you and rank this idea with the global picture in mind.
Thank you!
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