School Business Suite
1158 results found
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Popup box and lock including the name - showing someone is in the file you are accessing.
Have a popup display when another user is in someone's application or employee profile including who they are locking the file until the person has exited the file. This would be beneficial for both FastTrack and EM.
2 votes -
Allow vacancies to be import from one SN plan to another
Allow vacancies to be imported from one SN plan to another SN plan.
1 vote -
Years of Experience
We would like to make the years of service automatically update when a person hits their anniversary date. Example: Katie's first day is 7/1/22 we want the system to automatically update me to 1 year on 7/1/23. Or if my first day is 12/15/22 on 12/15/23 we want the system to automatically roll me to 1 year of service. This way we do not have to do the years of service roll every year.
1 vote -
annual allocation description
It would be nice if the annual allocation descriptions could be edited when allocating time off at the beginning of the year. Right now, it reads as "Annual Allocation - supplemental" but it's not supplemental time. I would rather the description say "Annual Allocation"
1 vote -
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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Need to Customize Widgets in Employee Access
We have many tasks processes employees need to complete and would like to be able to customize the widgets that are on the Home screen by default in Employee Access when a new employee is added by HR, rather than having to teach them to select other widgets or click on task manager in order to get to the tasks they need to complete.
11 votes -
Multiple building available on profile under personel
On the employee profile it would be a great benefit to security access if there were multiple buildings available. Currently we have one "Other Building". Please add two more. This would allow us to restrict security groups to an employees building(s) without opening and setting their ranges. We have a considerable amount of employees that are assigned to a building but also need access to others. Managing ranges is our only option and presents a security risk.
1 vote -
Make the Font larger for addresses
Please increase the Font on the address for the Food Service Report for Payor Balance Reports. The font is so small and hard to read. I have had several complaints from numerous people including from mail carriers.
1 vote -
Add PO to Invoice Import
The requisition/purchase order function is an important cost/classification control process that is used extensively by many customers. The ability to import invoices, with ties to PO’s seems a natural extension of this process and could save customers many hours of manual input. Most other accounting software systems do this, so we believe this is a reasonable enhancement to request.
3 votes -
Person Count Report by Building-all together
In the Employee Administration, Reports, Person Count Report- I'd like an option to have the report tell me how many of each staff type (teacher/support staff/admin/food service, etc) there are by building without having to run each building separately. Sort by? How many staff, by type, are at each building. (see attached - each building could be displayed like this, one right after the other with a total at the end.) Also, when you run this report for one building, the parameters (building name) are not shown on the report - that would also be helpful to indicate what information…
1 vote -
subtracking
When our Substitutes cover for an Open Position and the Subbed For is left blank, can we have it also be blank in their Employee Access so when they view their Sub Transactions it does not say *INVALID KEY*? It looks so messy and has a negative tone by using the word INVALID. If that could be removed it would look so much cleaner and accurate. Thank you!
3 votes -
add Hospitalized and Homebound fields to datamining
It would be extremely helpful to be able to datamine the homebound and hospitalized radial fields on the Special Prgrms>Hmbnd/Hosp tab. All other fields are available but with these two options missing the data isn't very informative.
1 vote -
'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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pseudo approval
Create a notification to the approver when an employee requests an address change/direct deposit change or any change that requires a pseudo approval. This way we don't need to go in daily and check pseudo approvals for any new submissions.
5 votes -
Add Skyward login link to TrueTime emails notifying supervisors when an employee submits their timesheet.
When a supervisor is emailed that there is a time off request waiting their approval, there is a link in the email that takes them to Skyward. That link is not in the email notifying the supervisor that their employee submitted a timesheet. Is it possible to get that link in the timesheet submitted email to the supervisor?
2 votes -
Org chart history tab
On the org chart history tab, it would be greatly beneficial tohave the namekey of the person who made the change.
9 votesThank you for submitting the product idea!
We currently have PR 5398430 created to address this change. Keep an eye out for updates on this in the near future!
Thank you!
Erik O.
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Keep Data Mining report name/title when you save to excel.
I would like to suggest that the name that you call your data mining reports, should also appear when you download/save your report to excel. Every time you run your report and then go to save it to your computer, the file name is gibberish. It would be great if the report name auto-populated in the file name when you go to save it. Screenshot attached.
8 votes -
Add Matching Custom Forms Tab Option to Employee Access
The Custom Forms tab that was once a mess under Student Management continues to plague the Employee area of the Finance System. We have SO MANY different forms that the Custom Forms tab under Employee Profile is just a long disorganized list of scrolling and truncated names. Because we clone forms on an annual basis, this makes things messier because we then have to hover over them to make sure you're selecting the correct one. The staff dealing with these forms are too busy to find the needle in the haystack so to speak, so the format needs to match…
3 votesThank you for submitting the product idea!
This option does currently exist within the Business Suite.
The option can be located through Web Human Resources > Employee > Setup > Configurations > Employee Configurations.
You can then select Custom Forms and there will be the option "Display Custom Forms in Employee Profile as:" Select the option "A browse" and save.
You will then see the Active/Inactive tabs as you are expecting.
Thank you!
Erik O.
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Use HTML or custom markup to decorate text in Messages and Emails.
It would be great to be able to enter HTML tags to markup text, especially for something as simple as bold text.
1 vote -
Allow more options from the student profile to be added to transcripts.
We should be able to add all of the information that is in a student's profile to a transcript. For example, the student type, Special Ed status, 504 status, program enrollment. I'm using the custom transcript feature to create custom Cohort Tracker report for PA Act 158. Most specifically, I need to only show courses and grades of a certain course type.
1 vote
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