Unleash Your District’s Performance and Efficiencies · Unleash Your District’s Performance and...
Transcript of Unleash Your District’s Performance and Efficiencies · Unleash Your District’s Performance and...
Unleash Your District’s Performance and EfficienciesK-12 Financial and Personnel Management Software and Services
K-12 Business Is Our BusinessFor more than 25 years, Tyler Technologies has empowered
schools by providing comprehensive software product suites
for K-12 financial, personnel management,
student information, transportation, special education,
food service and district planning.
About Us .......................................... 3
Benefits and Features ......................... 4
Financial Applications ........................ 6
Personnel Management Applications .... 7
Online Functionality ........................... 8
Professional Services ........................ 10
Contact Us ....................................... 12
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Empowering School BusinessWe serve more than 4,500 K-12 clients nationwide with an enduring commitment to
improve school business performance and student achievement. Our industry leading client
satisfaction and retention rates are a direct result of the more than 750 Tyler employees
who are solely dedicated to designing and supporting Tyler School Solutions.
Today, Tyler’s Infinite Visions Financial and Personnel management software has improved
the way more than 850 school districts do business.
Our Perpetual License PhilosophyOur Perpetual License Philosophy ensures all of our clients have access to the latest
product developments and features without expensive upgrade costs. Once you join the Tyler
family, future product updates and enhancements to purchased Infinite Visions modules are
provided free of charge as part of your annual support contract. With this guiding principle,
we are able to ensure that our clients always have the latest features and technology for
maximum flexibility, increased efficiency and significant long-term value.
CLIENT SATISFACTION
K-12 TOTAL SOLUTIONS
FINANCIALLYSOUND
COMPANY
MODERN, COST-EFFECTIVE
TECHNOLOGY
31.888.654.3293
Performance Features and Efficiency Tools
Business Software That Fits Your School Business
A fully integrated solution, Infinite Visions ERP software and the iVisions Web Portal are designed
to unleash a school district’s performance and efficiencies, overcoming business challenges that
are unique to their profession — such as complex K-12 payroll requirements, non-integrated
or automated Human Resources data and workflow, fund accounting regulations, encumbrance
tracking, and mandated state, federal and grants reporting.
Benefits
• Fully integrated applications
reduce manual steps
• Anytime, anywhere access for
Employee Self-Services
• Accurate data for better
decision making
• Streamlined processes and
reduced paper management
• Solution does not require
full-time DBA
smartGrids• Data Filtering, sorting and reporting
tool
• Precision drill-in capabilities
• Personalize each grid to your preference
• One-click any grid out to Microsoft Excel
• Easily create ad hoc reports with just the data you need
• Export reports to Excel, Word, PDF, HTML and email
• Save the report to run at a future date with current data
Powerful rePortinG
• More than 400 standard reports
• Unlimited ad hoc reporting
• Federal and state-specific
reporting
• Point and click General Ledger
report writer
• Financial statement editor
• Info-Link: easy, custom SQL
reporting
• ODBC-compliant report writers
such as Crystal Reports
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automated workflow
• Streamlined processes for leave
requests; purchase and warehouse
requisitions; personnel action
requests; budget adjustments; site-
based time entry; and journal entries.
• Paperless efficiencies for online
approval processes; email
notification; and electronically
sending and storing documents.
• Flexible user-defined routing with
unlimited number of approvers; and
routing by accrual elements and
dollar thresholds.
security
• Role-based set up
• User-level restrictions for separation
of duties
• Application, menu and field-level
security
• Scanned signatures with passwords
• Access and change logs
• Social Security number masking
• Active Directory integration
comPlementary interfaces
• Web-based applicant tracking
• Substitute tracking
• Electronic time clock
• eProcurement and online bidding
• Electronic vendor payment
• Bar coding
Tyler’s Infinite Visions product line is the performance and value leader offering a highly
intuitive user experience and ease of use for your staff. Infinite Visions is built on one of the
most widely used database technology platforms worldwide, Microsoft SQL Server, delivering
scalability, security, developer productivity and tight integration with Microsoft Office
programs such as Word, Excel and Outlook.
The performance
& valueleader
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Financial Management SuiteEasily manage and report your district’s financial data with our multi-fund, modified
accrual accounting modules. Complete integration allows for data entry and transactions
from each module to flow into the General Ledger and all of your compliance reporting.
General ledGer
The General Ledger module is the heart of the Infinite
Visions finance system where you can define and manage
your Chart of Accounts; view account balances and
transactions and work with journal entries. Plus you can
enter cash receipts, issue checks, reconcile bank accounts
and develop your budget.
BudGetinG
With the Budgeting tool, you can take control of your budget
processes. Highly effective tools let you accurately create
unlimited budget scenarios. Confidently build next year’s
positions budget from actual payroll and benefits projections
without re-keying data. Importing and exporting of budget
data from Microsoft Excel is also supported to leverage this
efficient budgeting module.
PurchasinG and PayaBles
Through the iVisions Web Portal, teachers and other
purchasers can conveniently requisition education supplies
while maintaining your expenses with real-time budget
checking. Infinite Visions supports automated workflow
for approval of requisitions, Purchase Orders and invoices.
Documents such as quotes, packing lists and invoices can
easily be attached throughout the procurement process.
fixed assets
Track your general fixed assets, as well as your stewardship
items with comprehensive monitoring and reporting
including GASB 34 from acquisition to disposal. A tight
integration with purchasing allows for purchased goods to
automatically flow into Fixed Assets.
warehouse
Keep your employees prepared and warehouses fully
stocked. Warehouse requisitioning is available through the
iVisions Web Portal. Plus, get automated electronic inventory
updates when items are purchased, received, shipped
or returned.
accounts receivaBle
Manage fees and keep your receivables up-to-date with
invoicing, payment processing and on-demand posting to
the General Ledger.
Grant manaGement and Project trackinG
Simplify the management of your grant and capital projects
by easily tracking all related financial information such as
budget expenditures and revenues. Monitor grant project
status and ensure compliance for an unlimited number of
multi-year projects and/or grants.
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Personnel Management SuiteManage your entire employee life cycle without compromising compliance or control. With
Infinite Visions’ fully integrated Human Resources and Payroll applications, you can focus on the
district’s most important resource — your people. With high-performance functionality, your team
can efficiently streamline personnel and payroll processes.
human resources
From effective management to easier staff reporting,
Infinite Visions lets your district devote more time to your
mission — student achievement. Key functionality includes
Position Control, Personnel Action Requests (PARs) and
tracking of Employee Demographics, Certifications and
Professional Development.
Position control and inventory: Generate Full-Time Equivalency
(FTE) counts and budget status reports. View up-to-the-minute
financial planning.
contract management: Make complex contracts easier than
ever. Define as many contract types as you need and distribute
via email or the iVisions Web Portal.
evaluations: Keep evaluations timely for greater effectiveness
and employee satisfaction. Tracks all evaluation types and offers
easy, on-demand reports of their status.
insurance tracking: Manage coverage plans and levels.
Automatically track dependents and eligibility dates. With
iVisions, you can give employees 24/7 access to your district’s
benefits information and health provider details.
Payroll & Benefits manaGement
Optimize the processes around your district’s employee payroll
and benefits administration and evaluate compensation
strategies against budgets.
Payroll Processing: Integrate your Payroll with HR and General
Ledger for a quick and efficient pay process. Set up a year’s
worth of payroll with integrated salary schedules, then enter
exceptions for a fast, easy payroll run.
Position Benefit encumbrance tracking: Get a current picture
of your salary and benefit encumbrance totals and view contract
commitments any time of the year through integration with the
Finance suite.
integrated substitute teacher accounting: Automate the task of
finding and paying substitute teachers. Integration with popular
substitute calling vendors helps you plan for and find substitutes
and track hours worked for substitutes and time missed for staff.
salary schedules: Efficiently manage contract salaries and
hourly pay with easy-to-use step/grade tables and automated
increases. Create “What-if” analyses for salary negotiations.
Plus, you can develop forecasts for possible future salary
changes to determine their impact.
employee history: Track detailed employee and position history
including positions held, salary and leave.
detailed Position Benefit Budgeting: Easily develop detailed
position and benefit budget numbers based on current payroll
data. Plus, understand how projected salary benefit increases
will impact your budget.
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information center: one-stoP location for emPloyee communications
• District announcements for
employees
• Helpful Web links
• Document Center
attendance• Check leave balances
• Request leave
• Modify or cancel leave requests
• View a calendar with school
holidays and leave
comPensation
• Payroll earning statements
• Calendar year totals
• Federal and state tax withholding
forms
• W-2’s
• Total compensation statements
• Personal profile
• Employee contact information
• Emergency contacts
• View HR information including
Certificates with expirations,
Education, Professional
Development, Dependents, etc.
• Employee documents and
contracts
suBstitute trackinG information
• Teachers can see who substituted
for them on each absence.
• Substitutes can see which
teachers they substitute for and on
which days.
Benefits enrollment• “Wizard” technology will walk staff
through signing up for benefits,
open enrollments and life event
benefit changes.
• Monitor the progress of the
enrollments and then post the
enrollments to create all the
necessary payroll deductions and
even create a HIPPA-standard
enrollment file for your benefit
providers.
iVisions Web PortalOffering anytime, anywhere access, the iVisions Web Portal helps everyone
in your district work and communicate more efficiently through convenient
employee self-services and comprehensive school site functionality.
Employee Self ServiceWith the iVisions Web Portal, personnel management staff can save time while improving
functionality. Transactions once handled by Human Resources can now be completed online by
employees. With 24/7 anytime, anywhere access, district employees can view their personal data
such as vacation and sick-leave balances, payroll history and insurance and benefit plan details.
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School Site FunctionalitySchool site employees can better manage their financial and human resource approval
processes with the paperless, integrated workflow offered through the iVisions Web Portal.
workflow and PaPerless aPProval for critical Processes
• Unlimited number of approvers
• Approvers automatically inserted based
on account codes and dollar thresholds
• Email alerts to notify you of a needed
approval
my staff: staff data for suPervisors at the click of a mouse
• Staff directory
• Staff emergency contacts
• Staff birthdays and length of service
• Staff leave information
dashBoards and key Performance indicators
• Tables and graphs
• Real-time queries from your Infinite
Visions data, but also data from other
ODBC accessible systems such as your
Student Information System
PurchasinG
• Requisitions
• Receiving
General ledGer
• Budget input
• Budget adjustment requests
• Real-time account inquiry
• Expenditures and budget reporting
human resources
• Personnel Action Requests: hiring
approval, pay changes, long-term leave
requests, terminations and evaluations
Payroll
• Position Inventory inquiries
• Timecard entry
receivaBles: site-Based cash receiPts
warehouse requisitions
fixed asset rePortinG
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Professional ServicesOur professional services team has an unprecedented 100% track record for on-time,
on-budget Infinite Visions implementations to ensure your district’s successful transition.
Through time-tested, proven implementation experience and best practices, our
implementation team works with your district to finalize a thoughtful, comprehensive plan
that highlights tasks, required resources and key milestone dates.
our seasoned team offers decades of comBined imPlementation exPerience includinG:
• Implementation and Project Management
• Process Improvement Consulting
• Training
• Data Import
• Installation Services
• Software and Technical Support
Experienced K-12 Services & Support Team
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Software & Technical SupportsuPPort services
Tyler’s Infinite Visions Support Team is committed to providing the highest level of client
services resulting in best-in-class response times. Toll-free support is available for all
Infinite Visions clients with a current support agreement. Through our dynamic SharePoint
Online Customer Portal, Infinite Visions clients can take advantage of a spectrum of online
resources, including news and update information, software downloads, how-to videos,
training schedules and Internet support call logging.
technical suPPort
Bundled technical support packages are available for Infinite Visions clients that are designed
to assist your IT staff with issues related to the proper operation of the Infinite Visions
software in your environment.
• Gold level technical support: Technical support is provided to address network or operating systems issues; Microsoft
SQL server topics; and hardware or printer issues in your Infinite Visions environment. Our staff performs all Infinite
Visions software updates and each district receives two days of on-site technical consulting each year.
• Business continuity assurance Program (BcaP): Should the district experience a disruption of daily processing, our
support staff will restore the Infinite Visions data to any machine designate. Data is backed up nightly, stored securely
offsite, and available for immediate recovery.
hostinG services
A low maintenance and cost-effective option for some districts, Tyler Technologies offers
hosting services including data back-up processes of the Infinite Visions software from our
secure, state-of-the-art data center. With these hosting options, we can provide and maintain
server hardware and software. Or, the district can maintain ownership and control of their
server hardware and software at our data center.
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At Tyler Technologies (NYSE: TYL), we have a single mission: enable the
public sector to be more efficient, more accessible and more responsive to the
needs of citizens. That’s what we do. And that’s all we do — in partnership
with more than 10,000 clients, including local government and school offices
in all 50 states, Canada, the Caribbean and the United Kingdom.
Tyler Technologies is a leading provider of information management solutions
and services for the public sector — and Tyler is the largest company in the
country solely dedicated to providing software and IT services to the public
sector market.
Software that thinks like you do.
1.888.654.3293 | [email protected] | www.tylertech.com/InfiniteVisions
The Tyler logo and design marks are registered trademarks of Tyler Technologies, Inc. © 2012, all rights reserved.