A link to this information has also been added to the Software Update Notes section of the Skyward Documentation (SkyDoc).

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1 School Business Suite Additional information about these and other changes is available via the Release Notes area of Skyward's Support Center. To see only the Key Features, select Yes from the Key Feature drop-down list on the Release Notes filter screen. Verify that the Release selected is June 2016 Release PMP0 Addendum0, and that the option to Include Future Release Notes is checked. A link to this information has also been added to the Software Update Notes section of the Skyward Documentation (SkyDoc). June Release and Addendum 01 June Release and Addendum 02 Addendum 03 to the June Release N/A Addendum 04 to the June Release Revised: 8/12/16 Page 1 of 40 Version

$June Release and Addendum 01 Historical PR 2912952: Added the ability to Track Worksheet History (HR\PA\RE\PA\HI) Worksheet history is created through payroll and available from Worksheet History$ The information displayed on the report comes from worksheets that were used to create payroll transactions that have gone through payroll. Why was this added?

The information displayed on the report comes from worksheets that were used to create payroll transactions that have gone through payroll. Why was this added?

2 June Release and Addendum 01 Historical PR : Added the ability to Track Worksheet History (HR\PA\RE\PA\HI) Worksheet history is created through payroll and available from Worksheet History Reports. The new Historical Report has been added under Payroll Reporting and is called Payroll Worksheet History. The information displayed on the report comes from worksheets that were used to create payroll transactions that have gone through payroll. Why was this added? This can be used to compare what was entered on the worksheet (at the time it was imported into payroll) and what was actually run through payroll. If an auditor ever questioned an employee's check, they could compare check history to the worksheet. To access this report, navigate to PaC > Human Resources > Payroll > Reporting. Under the Historical folder select Payroll Worksheet History, then select Run. Select your report parameters and process the report per your needs. Revised: 8/12/16 Page 2 of 40 Version

$Fix Programs PR 2951306: Mass Clone AP Invoice from File Option (WF\AP\PS\UT\MC) An option to mass clone an Accounts Payable invoice using an import file is now available.$

3 Fix Programs PR : Mass Clone AP Invoice from File Option (WF\AP\PS\UT\MC) An option to mass clone an Accounts Payable invoice using an import file is now available. The option allows a user to select a file of vendors/employees, as well as an associated invoice number. The process will import the selected file and create Batch status invoices that are a clone of an existing Batch, Open or History invoice identified in the Invoice Number field. Why was this utility added? Skyward has added a utility that allows users to clone invoices in mass. A common example is teachers that get a check each year to buy supplies. Instead of manually adding 1,000 invoices this utility could be used to create one and then clone the rest. The Mass Clone AP Invoice from File option can now be accessed via the menu path WF\AP\PS\UT\MC. This option was previously only accessible via the Fix Programs menu path PS\CA\TO\FP. Navigate to Web Financial Management > Accounts Payable > Setup > Product Setup > Utilities and select Mass Clone AP Invoice from File. Revised: 8/12/16 Page 3 of 40 Version

The details of the utility are listed within the Mass Clone AP Invoice from File window. 1. Enter the Invoice Number of the invoice to be cloned, which is currently in Skyward. 2.

4 The details of the utility are listed within the Mass Clone AP Invoice from File window. 1. Enter the Invoice Number of the invoice to be cloned, which is currently in Skyward. 2. Select the File to Import. 3. Select the Run Button. 4. The process runs on the queue. Select the Preview Data to Process button when it has finished. 5. A preview browse with the standard preview options will display the records that were imported. 6. When finished with the preview select the Back button. 7. Back on the processing screen, select Run the Update to create AP invoices from the imported records and cloned invoice. 8. Click OK to the confirmation prompt to run the update. 9. The process will run on the print queue. Select to Display Report when it has finished processing. 10. To see the Batch status invoices that were created, navigate to the Invoice Entry browse. Revised: 8/12/16 Page 4 of 40 Version

5 Vendor/Payor Names PR : Notes and Attach Buttons Added to SBAA Vendor/Payor Browse (WF\AC\VP\VP) Notes and Attach buttons have been added to the SBAA Vendor/Payor browse. SBAA vendor notes and attachments will also be shown when the notes and attachment browses from the district vendor screens are accessed. Since SBAA vendor notes categories are different from the vendor note categories at the district level, the Note Category field will be disabled when editing an SBAA note from a district vendor screen (a tooltip was added to inform the users why the field was disabled.) Since SBAA vendor attachment types are different from the vendor attachment types at the district level, the attachment Type field will be disabled when editing an SBAA attachment from a district vendor screen. (A tooltip was added to inform the users why the field was disabled.) District vendor notes and attachments will be shown in the SBAA Vendor Payor note and attachment browses, but will be view only. The SBAA notes and attachment browse security will work like all other notes and attachment screens (the only exception applies to district vendor notes and attachments; these will be view-only regardless of security and who entered them.) Level 1 - View Only Level 2 - Edit Level 3 - Add/Edit Level 4 - Add\Edit\Delete Why were these buttons added? These were added for consistency within the software and work like other notes and attachment screens. However, please note the exception for District Vendor Notes/Attachments; these will be view only. Navigate to Web Financial Management > SBAA > Vendor/Payor Names. The Notes and Attachments buttons have been added to the Vendor/Payor Names browse. Here we will demonstrate adding a Note; adding an attachment is basically the same and will not be shown here. 1. With the vendor/payor record highlighted select the Notes button. Revised: 8/12/16 Page 5 of 40 Version

2. The Notes browse will display; select the Add button. 3. On the Notes screen: a. Select Note Category b.

$They may also be added from WF\AC\PS\CO\NC\VP or PS\WF\AC\CO\NC\VP.$ These note categories are specific to SBAA vendor/payor.

6 2. The Notes browse will display; select the Add button. 3. On the Notes screen: a. Select Note Category b. Enter the Note 4. Select Save when finished. Note Category Tips and Tidbits: To add note categories, you can select the Notes Category link on the Notes screen. They may also be added from WF\AC\PS\CO\NC\VP or PS\WF\AC\CO\NC\VP. These note categories are specific to SBAA vendor/payor. They will not be available when entering notes from District vendor notes screens. 5. The new note is now tied to the SBAA vendor/payor. SBAA Vendor/Payor notes will have a group type of VM-SBA The button security on this browse works the same as other note browses: Revised: 8/12/16 Page 6 of 40 Version

6. There was also a note added from a District vendor note screen.

As is the system standard, when a note or attachment exists on a record, the respective button will indicate that with asterisks.

Button labels indicating if notes and attachments exist have also been updated to check for SBAA notes and attachments. 1.

7 6. There was also a note added from a District vendor note screen. The note can only be viewed from this browse as the tool-tip indicates. There is also a tool-tip on the delete button. 7. As is the system standard, when a note or attachment exists on a record, the respective button will indicate that with asterisks. District vendor screens where notes and attachments are accessible will now show SBAA vendor notes and attachments. Button labels indicating if notes and attachments exist have also been updated to check for SBAA notes and attachments. 1. Navigate to Web Financial Management > Vendors > Vendor Profile > Notes tab. 2. Note that SBAA vendor notes and attachments can be edited from the district screens. Revised: 8/12/16 Page 7 of 40 Version

3. The Note Category cannot be edited from the district

A similar tool-tip will display on an attachment. 5.

8 3. The Note Category cannot be edited from the district screens. A tool-tip displays accordingly. 4. A similar tool-tip will display on an attachment. 5. Also, from the district vendor screen attachment browse, there is the Filters Options button. Vendor Attachments has been added to the filter. Revised: 8/12/16 Page 8 of 40 Version

$Cash Receipts PR 2272355: Cash Receipts Numbers Report Added (WF\AM\GI\CA) A new Cash Receipts Numbers Report is available.$

9 Cash Receipts PR : Cash Receipts Numbers Report Added (WF\AM\GI\CA) A new Cash Receipts Numbers Report is available. Primarily for the purpose of identifying missing receipt numbers, this report also has options to list the receipt numbers used or to combine both options in a single report. Why was this added? This was added so districts could get a listing of all cash receipt numbers whether they be used/skipped/deleted/etc., which is typically requested by auditors. 1. Navigate to Web Financial Management > Account Management > General Inputs > Cash Receipts > Reports. 2. Select Cash Receipt Number Report. 3. On the template browse select Add to create a new report template. 4. Enter the description and your parameters. 5. Select which receipts to include on the report. Note: You can hover over the option for a tool-tip. 6. Select the Save and Print button to run the report on the print queue. Revised: 8/12/16 Page 9 of 40 Version

10 7. Below is a sample report. Note: A missing receipt number line is prefixed with a >. The last page of the report will display the End of Report Receipt Number Counts accordingly. Revised: 8/12/16 Page 10 of 40 Version

$Expense Reimbursement PR 2842971: Expense Reimbursement Approval Process Updates (WF\AP\ER) The Expense Reimbursement Approval is now also available under Web Financial Management, in addition to the$ Certain expense reimbursements need approval outside the organizational chart, which is dependent upon the account being used.

Certain expense reimbursements need approval outside the organizational chart, which is dependent upon the account being used.

11 Expense Reimbursement PR : Expense Reimbursement Approval Process Updates (WF\AP\ER) The Expense Reimbursement Approval is now also available under Web Financial Management, in addition to the other pre-existing areas of the software. Also, Account Group approvals can now be set up for Expense Reimbursements. Why was this added? Certain expense reimbursements need approval outside the organizational chart, which is dependent upon the account being used. Expense Reimbursements now have this functionality making it more consistent with purchasing requisitions and credit card transactions. 1. The approval can be found under Web Financial Management > Accounts Payable > Expense Reimbursement > Approve. Note: This menu will require a minimum security level of 2. Revised: 8/12/16 Page 11 of 40 Version

Navigate to Web Financial Management > Account Management > Setup > Product Setup > Configuration > Account Clearance and select

12 2. Account Group approvals can now be set up for Expense Reimbursements. a. Navigate to Web Financial Management > Account Management > Setup > Product Setup > Configuration > Account Clearance and select Account Groups. b. On the Account Groups browse, highlight an account and select the Add or Edit button. c. The Account Group Maintenance screen displays. d. A new option was added: Do expense reimbursements using accounts assigned to this group require separate approval? e. If the option is later unchecked, the system checks for any active expense reimbursements. If any are found the following message displays. On the Account Groups browse the Account Groups Approval information has been added to the relevant locations. Revised: 8/12/16 Page 12 of 40 Version

$Import AP Invoices PR 2541300: Option to Import Files with AP Invoice Information (WF\AP\PS\UT\IA) An option to import files with Accounts Payable invoice information is now available.$

13 Import AP Invoices PR : Option to Import Files with AP Invoice Information (WF\AP\PS\UT\IA) An option to import files with Accounts Payable invoice information is now available. The option allows a user to select a file, associated layout, and runtime parameters to use with an associated file that contains AP invoice information. The process will import the selected file and ultimately create YDA layout invoices from the imported records. Why was this added? Sometimes districts receive a file from different vendors with accounts payable invoices (i.e. busing company). Users can now import that file of invoices saving hours of manual entry. To access this option, navigate to Web Financial Management > Accounts Payable > Accounts Payable > Setup > Product Setup > Utilities > Import AP Invoices. 1. The utility allows a user to select a file, associated layout, and runtime parameters to use with an associated file that contains AP invoice information. 1.a. The process will import the selected file and ultimately create Batch status YDA invoices from the imported records. Revised: 8/12/16 Page 13 of 40 Version

14 1.b. Click the File Layout link to open the AP Invoices File Layouts browse. 1.c. The AP Invoices File Layouts browse allows a user to maintain a defined format, along with its associated fields and default values. File formats can be either fixed length or delimited. 1.c.i. Please note that a file is required to have unique invoice numbers in order for the import to work successfully. Revised: 8/12/16 Page 14 of 40 Version

Under the Defaults section, you can define the

15 1.c.ii. Under the Format Fields section, you can define import fields by clicking on the Add Fields link or the Edit link. 1.c.iii. Under the Defaults section, you can define the defaults by clicking the Edit Defaults link. Revised: 8/12/16 Page 15 of 40 Version

16 1.d. Import files should have invoice master and detail line information all on one record since the import is designed to create YDA invoices. 1.d.i. Also note that files should not contain any extraneous information, such as headers, footers, etc. Files may need to be cleaned up in order to have the proper format before being imported into the system. 2. Once all of the proper fields and parameters have been defined on the Import File Layout screen, select a file to import and select the Run button. 2.a. A processing window will display. When it is finished processing select the Preview Data to Process button. 2.b. The preview browse displays the AP invoice records that were imported. 2.c. Any associated exceptions and/or warnings will also be noted here. Scroll to the right as needed to display the Warning/Exception column. Use the Remove button to remove records to exclude from the import. 2.d. Select the Print Verification Report button for another view of the records listed in the browse. 2.d.i. The end of the report will list the number of: Import Records Records with Errors Records with Warnings Valid Records Number with Inactive Accounts 2.d.ii. The end of the report will also specify: File Layout Import File Vendor Batch Number Bank Cash Account Fiscal Year 2.e. When you are finished with the Preview select the Back button to return to the processing prompts. 2.f. Select to Run the Update 2.g. Select OK to the confirmation prompt to run the update. 2.h. The process will run on the print queue. When it has finished select Display Report. 3. To view the Batch status invoices that were created navigate to the Invoice Entry browse. 3.a. The invoices will be in YDA layout, with each detail line having one associated account. Revised: 8/12/16 Page 16 of 40 Version

Invoice Entry PR 2972571: Accounts Selected Automatically The Account Distribution screen has been updated to automatically select accounts when they are found after searching for an exact account

17 Invoice Entry PR : Accounts Selected Automatically The Account Distribution screen has been updated to automatically select accounts when they are found after searching for an exact account number. This change applies to multiple applications including Purchase Order Entry, Invoice Entry, Fixed Assets, and Account Merge/Change. This update applies to the following areas throughout the software: Account Distribution (WF\AP\IE\IE and WF\PU\PO\PO) Dimension Lookup (WF\AP\IE\IE and WF\PU\PO\PO) Account Allocation (WF\FA\FA\SI\AI) Account Merge/Change Maintenance (WF\AM\PS\UT\AM\AM) When you enter an exact account number in the Account Number lookup, the system will bring up that number and automatically select it. When you enter an exact quick key in the Quick Key lookup, the system will bring up the account and automatically select it. Revised: 8/12/16 Page 17 of 40 Version

$Purchasing PR 2876851: Open PO Liquidation Close Process Added to the Web (WF\PU) The Open PO Liquidation Close process is now available on the Web.$ purchase orders. 1. Navigate to Web Financial Management > Purchasing > Setup > Utilities > Open PO Liquidation Close. 2.

purchase orders. 1. Navigate to Web Financial Management > Purchasing > Setup > Utilities > Open PO Liquidation Close. 2.

18 Purchasing PR : Open PO Liquidation Close Process Added to the Web (WF\PU) The Open PO Liquidation Close process is now available on the Web. This process is similar to the process in PaC, except that the Web offers a preview browse where records can be removed before running the process to close the liquidation status of the purchase orders. 1. Navigate to Web Financial Management > Purchasing > Setup > Utilities > Open PO Liquidation Close. 2. Enter your utility parameters accordingly then select the Run button. 3. The process will run on the queue. When it is finished, if records were found, the Preview Data to Process button will be active. 4. Select the Preview Data to Process button. Revised: 8/12/16 Page 18 of 40 Version

When you are finished with the preview select the Back button to return to the processing options. 6. Select the Run the Update button. 7.

19 5. The preview browse displays the open purchases with a liquidation status not equal to Fully Received or Closed PO/Not Receiving. Here you can remove a record from the process, and print a report of the records. When you are finished with the preview select the Back button to return to the processing options. 6. Select the Run the Update button. 7. A confirmation prompt will display; Select OK to continue and run the update. The process will run on the print queue. Select to Display Report when it has finished. 8. Here is a sample report. Revised: 8/12/16 Page 19 of 40 Version

$ecommerce PR 2978451: Best Buy Added to ecommerce (WF\PU\PS\CF\EC) Best Buy for Business/Education has been added to our list of Online Vendors.$

20 ecommerce PR : Best Buy Added to ecommerce (WF\PU\PS\CF\EC) Best Buy for Business/Education has been added to our list of Online Vendors. To get set up with an account and to get ecommerce configuration information, please contact: Or Or Joseph Knapper Customer Procurement Solutions Sr. Analyst Jennifer Perrill Customer Procurement Solutions Associate Manager Navigate to Web Financial Management > Purchasing > Purchasing > Setup > Configuration > ecommerce. This may also be accessed from Product Setup > Web Financial Management > Purchasing > Configuration > ecommerce. Best Buy has been added. Select the Best Buy banner to access the Setup screen. On the Setup screen, select the Edit button. Revised: 8/12/16 Page 20 of 40 Version

Once you have your connection information (URLs, Login, and Password), you can then submit a Service Call to Skyward if assistance is needed in setting up the ecommerce

21 Once you have your connection information (URLs, Login, and Password), you can then submit a Service Call to Skyward if assistance is needed in setting up the ecommerce configuration. Note: This vendor has an option to NOT include shipping and tax line items, as by default, they will be added automatically. Revised: 8/12/16 Page 21 of 40 Version

$ecommerce PR 2981550: Dream Ranch Added to ecommerce (WF\PU\PS\CF\EC) Dream Ranch Office Supplies has been added to our list of Online Vendors.$

22 ecommerce PR : Dream Ranch Added to ecommerce (WF\PU\PS\CF\EC) Dream Ranch Office Supplies has been added to our list of Online Vendors. To get set up with an account and to get ecommerce configuration information, please contact: Dream Ranch Office Supplies Sheri de Wet or Navigate to Web Financial Management > Purchasing > Purchasing > Setup > Configuration > ecommerce. This may also be accessed from Product Setup > Web Financial Management > Purchasing > Configuration > ecommerce. Dream Ranch has been added. Select the Dream Ranch banner to access the Setup screen. On the Setup screen, select the Edit button. Once you have your connection information (URLs, Login, and Password), you can then submit a Service Call to Skyward if assistance is needed in setting up the ecommerce configuration. Revised: 8/12/16 Page 22 of 40 Version

23 Revised: 8/12/16 Page 23 of 40 Version

$ecommerce PR 2919505: SupplyWorks Added to ecommerce (WF\PU\PS\CF\EC) SupplyWorks, a Home Depot company, has been added to our list of Online Vendors.$

24 ecommerce PR : SupplyWorks Added to ecommerce (WF\PU\PS\CF\EC) SupplyWorks, a Home Depot company, has been added to our list of Online Vendors. To get set up with an account and to get ecommerce configuration information, please contact: Jim Sheffer SupplyWorks INSITE for ED Program Developer jsheffer@supplyworks.com Navigate to Web Financial Management > Purchasing > Purchasing > Setup > Configuration > ecommerce. This may also be accessed from Product Setup > Web Financial Management > Purchasing > Configuration > ecommerce. SupplyWorks has been added. Select the SupplyWorks banner to access the Setup screen. On the Setup screen, select the Edit button. Revised: 8/12/16 Page 24 of 40 Version

25 Once you have your connection information (URLs, Login, and Password), you can then submit a Service Call to Skyward if assistance is needed in setting up the ecommerce configuration. Revised: 8/12/16 Page 25 of 40 Version

$Applicant Import PR 2481141: Applicant Import from Third Party File Available (WH\EP\EI) Skyward has created a new process for quickly adding applicants into Employee Profile.$ If interested in this option, please speak with your sales representative. You will need to work with your applicant tracking system vendor to comply with Skyward s file format.

If interested in this option, please speak with your sales representative. You will need to work with your applicant tracking system vendor to comply with Skyward s file format.

26 Applicant Import PR : Applicant Import from Third Party File Available (WH\EP\EI) Skyward has created a new process for quickly adding applicants into Employee Profile. This new process is called the Applicant Import and is located under the Employee menu path. A.csv file with applicant information may be imported to create new or to update existing employee profile records. If interested in this option, please speak with your sales representative. You will need to work with your applicant tracking system vendor to comply with Skyward s file format. This new option can be found under Web Human Resources > Employee > Applicant Import. The Applicant Import options will display. Revised: 8/12/16 Page 26 of 40 Version

2. Cross References - All areas that can have cross references set up are listed in tabs on the left of the screen.

27 1. File Layout - This is the import file layout the 3 rd Party CSV file must follow. The file layout cannot be modified in Skyward. Also note that required fields are specified with a Y in the Req? column. 2. Cross References - All areas that can have cross references set up are listed in tabs on the left of the screen. The cross references allow the district to match up values from the import file with values in their code table. Revised: 8/12/16 Page 27 of 40 Version

3. Applicant Import Setup - The Applicant Import setup contains additional options to be

Select File for Import - Use to select and upload the file to import into the system.

Validate Selected File The validation process checks the data in the import file against

28 3. Applicant Import Setup - The Applicant Import setup contains additional options to be handled by the Move To Profile process. 4. Select File for Import - Use to select and upload the file to import into the system. Once uploaded, you will see a preview of the File Contents in this screen. 5. Validate Selected File The validation process checks the data in the import file against the code tables and cross references, and will generate warnings if the system does not find any. Revised: 8/12/16 Page 28 of 40 Version

6. Create Applicant Workfiles - This processes the selected import file,

browse displays all the records created from the import file.

29 6. Create Applicant Workfiles - This processes the selected import file, applies any cross references, and creates workfile records that can be previewed and processed into Profile, EMS, and Payroll. 7. Move Applicants to Profile - The Import Applicants to Profile and EMS browse displays all the records created from the import file. Highlight a record then select the Add Applicant to Profile / EMS button. a. From the Applicant Import To Profile area, each section (tab) must be reviewed and validated before pushing the applicant into system. Revised: 8/12/16 Page 29 of 40 Version

$Time Off Setup Mass Add PR 2587589: New Utility to Mass Change Time Off Hours Per Day Code (WH\TO\PS\UT\HP) A new utility has been added at WH\TO\PS\UT\HP called Time Off Hours Per Day Mass Change$

30 Time Off Setup Mass Add PR : New Utility to Mass Change Time Off Hours Per Day Code (WH\TO\PS\UT\HP) A new utility has been added at WH\TO\PS\UT\HP called Time Off Hours Per Day Mass Change that will mass change Hours Per Day codes on Time Off setup records. Historical records will not be changed by this utility. Why was this utility added? Employees have time off setup records (i.e. sick, vacation, PTO), which have an associated hours/day code. When employees change the hours/day they work there s now a way to update this for a large group of employees at once. Navigate to Web Human Resources > Time Off > Setup > Utilities and select Time Off Hours Per Day Mass Change. Add a new template or edit an existing template. Along with the standard selection parameters select the following: Only if current Hours Per Day = Check this option then use the link or drop-down to select the Hours Per Day value to update records for. New Value To Be Assigned Use the link or drop-down to select the Hours Per Day value to update the records to. Select Save and Process to run the utility. Revised: 8/12/16 Page 30 of 40 Version

Select the Run the Update button to process the update using the preview data. A confirmation message prompt will display.

31 The process will run on the print queue. Select the Preview Data to Process prompt when it has finished. The standard Preview browse displays the pulled records. When finished with the preview select the Back button. Select the Run the Update button to process the update using the preview data. A confirmation message prompt will display. Select OK to run the update. The process again runs on the print queue. Select Display Report to open it. This is an example of a report. Revised: 8/12/16 Page 31 of 40 Version

$June Release and Addendum 02 Time Off PR 2214025: Time Off Tracker created within Time Off Reports (WH\TO\RE\TR) A new Time Off Tracker has been created.$ $Parameters can also narrow down specific dates, employees, and certain fields to display/not display. Security must be assigned to users for WH\TO\RE\TR to use this new reporting option.$

32 June Release and Addendum 02 Time Off PR : Time Off Tracker created within Time Off Reports (WH\TO\RE\TR) A new Time Off Tracker has been created. The tracker allows users to create, edit, delete, and clone templates that display Time Off information for district employees. Parameters can also narrow down specific dates, employees, and certain fields to display/not display. Security must be assigned to users for WH\TO\RE\TR to use this new reporting option. Navigate to Web Human Resources > Time Off > Reports and select Time Off Tracker. The Time Off Tracker template browse will display. Select the Add button to create a new template. On the Time Off Tracker Maintenance screen set your parameters then select Save and Print. Revised: 8/12/16 Page 32 of 40 Version

The Tracker browse will display with the fields determined from the template parameters and per the selected View option. Use the Views drop-down to toggle between the views.

33 The Tracker browse will display with the fields determined from the template parameters and per the selected View option. Use the Views drop-down to toggle between the views. Scroll to the right to view additional columns on any of the views. Note that the first 5-6 columns are frozen and continue to display as you scroll. Additional columns that may be available are: The Cascading Group column will show if the district has any cascading groups set up (PS\EM\CF\TO). The LTD column will show if the LTD Leave option is checked on one of the Time Off Group Codes (WH\TO\PS\CO\GC). The Unpaid, FMLA and Substitute columns will show if each has had their respective option checked in the Time Off System Setup Options (PS\WH\TO\CF\TS). The information can also be exported using the Export Options icon. Revised: 8/12/16 Page 33 of 40 Version

34 Totals By Time Off Code Example: Totals By Group Code Example: Revised: 8/12/16 Page 34 of 40 Version

35 Details By Employee Example: Details By Date Example: Revised: 8/12/16 Page 35 of 40 Version

$Addendum 04 to the June Release Application Processing PR 2877868: FL: Qualifications have been added to FastTrack (WH\AD\FT\AP) Florida Users: Qualifications may now be set up within FastTrack to be$ $These can be set up once the option to "Enable Qualification Check on Job Postings" has been turned on in the Application Setup Options (WH\AD\FT\AP\PS\CF\AS) and curriculums are chosen to be$

36 Addendum 04 to the June Release Application Processing PR : FL: Qualifications have been added to FastTrack (WH\AD\FT\AP) Florida Users: Qualifications may now be set up within FastTrack to be displayed on Positions. These can be set up once the option to "Enable Qualification Check on Job Postings" has been turned on in the Application Setup Options (WH\AD\FT\AP\PS\CF\AS) and curriculums are chosen to be assigned to Positions or Assignments. Course Code Directories sent from the state may be imported and then viewed if they are not already present. Curriculums tied to Positions or Assignments may be reported on as well. Enable Qualification Check on Job Postings The first step is to turn on the new Qualification option. To do so, navigate to Web Human Resources > Employee Administration > FastTrack > Application Processing > Setup > Configuration then select Application Setup. 1. Select the Enable Qualification Check on Job Postings option. 2. Select the Curriculums to Link to: Position Codes or Assignment Codes 3. Select Save. The Qualification Check Setup options will display under the Application Processing Configuration. Revised: 8/12/16 Page 36 of 40 Version

Use the Browse to select the file to Import and make any other changes as needed then select the Run

37 Import Course Code Directory To Import the state course code directory, select the Import Course Code Directory option under Qualification Check Setup. The Import Course Code Directory screen displays. Use the Browse to select the file to Import and make any other changes as needed then select the Run button. The process will run on the print queue. Revised: 8/12/16 Page 37 of 40 Version

Note: After the Course Code Directory is imported you can go to the

is complete the next step is to tie the curriculum(s) to a

Position Codes. Add or Edit a Position Code.

38 Note: After the Course Code Directory is imported you can go to the Curriculum Master Browse option to view the curriculums, and expand them to view their qualifications. Curriculum Maintenance: Position/Assignment Codes When the import is complete the next step is to tie the curriculum(s) to a Position(s) or Assignment(s), (whichever was selected under the Application Setup Options). In this example Link Curriculum to Position was selected so that will be shown. Navigate to Employee Administration > Employee Management > Codes > Position Codes. Add or Edit a Position Code. On the Position Codes Maintenance Screen select the new Select Curriculums option. The browse displays all curriculums available for selection. Save when finished selecting. Revised: 8/12/16 Page 38 of 40 Version

The selected curriculums are now tied to the position.

Qualifications now linked in FastTrack When creating a position in FastTrack the qualifications are now auto assigned when creating a job listing.

Highlight a position that has curriculums tied to it and click the Select button. The Position Maintenance screen opens.

39 The selected curriculums are now tied to the position. On the Position Code you can expand the position details to see the curriculums and their associated qualifications. Qualifications now linked in FastTrack When creating a position in FastTrack the qualifications are now auto assigned when creating a job listing. Navigate to Employee Administration > FastTrack > Position Processing > Positions. On the Positions browse select the Add Actual button. Highlight a position that has curriculums tied to it and click the Select button. The Position Maintenance screen opens. After the Position Information section, there is a new Qualifications section. The unique qualifications from the curriculums assigned to the position are pre-populated into the new Qualifications section. You can maintain these pre-populated qualifications as needed. The Resync button will reset any changes back to the defaults. Revised: 8/12/16 Page 39 of 40 Version

To see how these are listed on the posted position, navigate to FastTrack > View Posted Positions.

Report Curriculums Tied to Position/Assignment Codes There is also the new option to run a report on what curriculums are

Navigate back to Employee Administration > FastTrack > Application Processing > Product Setup > Configuration and select

40 To see how these are listed on the posted position, navigate to FastTrack > View Posted Positions. Qualifications are tied to the job posting and display for interested applicants. Report Curriculums Tied to Position/Assignment Codes There is also the new option to run a report on what curriculums are tied to what position or assignment codes. Navigate back to Employee Administration > FastTrack > Application Processing > Product Setup > Configuration and select Report Curriculums Tied to Pos/Asn Codes. Set the template per your requirements and Save and Run. The report will run on the print queue; select View Report when it has finished processing. Below is a sample report. Revised: 8/12/16 Page 40 of 40 Version

To access Vendor Data Mining, navigate to Financial Management > Vendors > Data Mining.

To access Vendor Data Mining, navigate to Financial Management > Vendors > Data Mining. Vendor Data Mining Data Mining is a flexible reporting tool that can be used to create user defined reports on vendor information not otherwise collected by the software in a standard report. To access