Permissions to access certain modules and view and edit specific screens and fields can be assigned to users by profile. For example, you may have different profiles set up for system administrators, school administrators, school counselors, cashiers, the CFO, etc. Varying levels of permissions are set for each profile. A system administrator profile may have access to all screens, fields, and modules, while a cashier profile may only have access to the screens, fields, and modules that are pertinent to the cashier's job duties. When a user is assigned a profile, the user is given all the permissions set for that profile.
For information on how to assign a profile to a user, see User Info > Permissions Tab.
In order to view and edit user permissions, you must have Profiles view permission set on the Setup tab. If you have View Only Access permission, you can view the permissions but cannot edit permissions.
Adding a New Profile
A new profile can be added to the system by selecting the permissions type, the user role, and giving the new profile a title.
1. From the Setup menu, select Profiles.
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2. On the Permissions tab of the Profiles screen, click the blue Edit Profiles link.
The Edit Profiles pop-up window is displayed. The existing user profiles are listed. The top row of the table is used to add a new user profile.
The profile Role defaults to Admin for all ERP profiles.
3. Enter a Title for the new profile. Some districts elect to use an ERP prefix for all ERP related profiles to differentiate between ERP and SIS profiles.
4. Enter the Description for the profile in the provided text box, if needed.
5. Select the Super User check box for system administrator profiles that will have the ability to add other users and create and edit user profiles for other super users.
6. Press Enter to add the new user profile. The profile is added to the list and is auto-saved. Note: You will know the profile has saved when the line turns blue and a red minus sign (delete button) appears next to it.
For information on Copy From…(copying profiles), see the section Copying from an Existing Profile.
7. Click the X at the top-left corner of the Edit Profiles window to return back to the Profiles screen.
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Profile permissions can now be set up for the profile. Please see the section Viewing and Editing Profile Permissions.
Viewing and Editing Profile Permissions
Permissions for one or multiple profiles can be viewed and edited at one time. This is useful if multiple profiles share similar permissions and you want to modify all of the selected profiles at once.
1. From the Setup menu, select Profiles.
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2. In the Permissions tab of the Profiles screen, select the type of permissions you want to view and edit in the Permission Type pull-down.
- Menu: Select this option to set up permissions for each of the screens and functions in Focus.
- User Fields: Select this option to set up permissions for each of the user fields located in a user’s record.
- Employee Fields: Select this option when it pertains to the Employee Self Service (ESS) module to control which screens/fields are accessible to specific profiles (many of the Employee fields are the same as the User fields).
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The profile Role defaults to Admin for all ERP profiles. Applicant is also available for selection for districts utilizing Aplicant Tracking.
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3. Select the Profile. One or multiple profiles can be selected.
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4. Click Submit.
Viewing and Editing Menu Permissions
1. Select Menu from the Permission Type pull-down. Permissions are organized by menu. The menu titles are organized by tabs in a left side panel.
2. Select the Role and Profiles from the corresponding pull-downs as described in Adding a New Profile.
3. Click Submit.
4. Click on a menu tab to view all corresponding permissions for each sub-menu from the left panel.
Within each menu/tab, the permissions are organized by menu sub-header. The menu sub-headers are highlighted in orange. For example, within the Budgeting/General Ledger section of the screen, permissions are organized into Budget, Planning, and Journal sub-sections. This makes it easy to locate the permissions on the screen, since they mimic the layout of the Budgeting/General Ledger menu.
The Find text box can be used to search for keyword(s) in profile permissions. Enter a keyword in the Find text box and press the Enter key or click the magnifying glass to conduct a search. Permissions that contain the search keyword(s) are highlighted in yellow. Other permissions on the menu/tab are highlighted in gray.
Click the magnifying glass or press the Enter key to scroll through the search results on the applicable tabs.
5. Select the View check box next to a screen to give the profile view and edit rights to that screen.
6. Select the View check boxes in the orange sub-header to select all the View check boxes for permissions within the sub-header. You can then clear the selection of the View check boxes to clear any selections already made.
If you are viewing multiple profiles, a check mark indicates all selected profiles have the permission. If the check box is empty, none of the selected profiles have the permission. If the check box contains a hyphen, at least one of the selected profiles has the permission and at least one of the selected profiles does not have the permission.
7. Click Save to apply profile permission changes. The button turns red when changes have occurred.
Viewing and Editing User and Employee Field Permissions
1. Select User Fields or Employee Fields from the Permission Type pull-down.
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User and Employee Fields permissions are organized by category (tab) in the employee's or user’s record. The categories are highlighted in orange.
2. Select the View check box next to a field to give the profile users read-only access to the field. Select the Edit check box next to a field to give the profile users edit rights to the field. Select the Require Approval check box to require an administrator to approve the change request in SIS > Students > Change Requests before the change is made in the system.
![](https://media.screensteps.com/image_assets/assets/002/433/753/original/7fbd1def-4ef4-40e0-92f1-739919a7ee17.png)
In order for the profile users to have edit rights, the View and Edit permissions must be selected. If the Edit check box is selected, but the View check box is left cleared, the profile users will not have the correct permissions.
For logging fields, each individual field is listed and has its own View, Edit, and Require Approval permissions. This allows you to give the profile view/edit access to only certain fields within the logging field.
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3. Select the Create check box next to a logging field to allow the user to add rows to the logging field and edit all fields within the logging field. Select the Delete check box next to the logging field to allow the user to delete a row in a logging field.
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4. Select the View, Edit, or Require Approval check boxes in the orange header to select all the View, Edit, or Require Approval check boxes for fields within the category. You can then clear the selection for any permissions you do not want the profile users to have.
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If selections have already been made/saved, selecting the check boxes in the orang header will alter previously made selections.
5. Select the Create or Delete check boxes in the orange header to select all the Create or Delete check boxes for logging fields within the category. You can then clear the selection for any permissions you do not want the profile users to have.
![](https://media.screensteps.com/image_assets/assets/001/750/479/original/2c5e616e-3ba3-4566-aac7-5f0fff388769.png)
If you are viewing multiple profiles, a check mark indicates all selected profiles have the permission. If the check box is empty, none of the selected profiles have the permission. If the check box contains a hyphen, at least one of the selected profiles has the permission and at least one of the selected profiles does not have the permission.
![](https://media.screensteps.com/image_assets/assets/001/349/758/original/7b3fbb8a-7bba-4b18-924b-90865767fb91.png)
6. The Save button at the top-right corner of the screen turns red once any changes are made. Click the Save button to save your changes.
Copying from an Existing Profile
Instead of setting permissions for a new profile from scratch, a new profile can be created by copying permissions from an existing profile. This is helpful if the new profile will have many of the same permissions as an existing profile. Once the permissions are copied, you can make adjustments to the new profile’s permissions as needed.
1. From the Setup menu, click Profiles.
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2. On the Permissions tab of the Profiles screen, click the blue Edit Profiles link.
3. In the Edit Profiles pop-up window, locate the profile you want to populate with permissions. Next to the profile, click the Copy From… button in the Copy From column.
4. In the Copy Profile pop-up window, select the profile from which you want to copy permissions. Then, click Copy.
![](https://media.screensteps.com/image_assets/assets/002/433/761/original/c9567464-86aa-4f45-9457-c6d3daa6f0f9.png)
5. The permissions are copied from the selected profile. You can now go into the populated profile and make any edits to permissions as needed.
6. Click the X at the top-left corner of the Edit Profiles window to return back to the Profiles screen.
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Deleting a Profile
1. From the Setup menu, click Profiles.
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2. On the Permissions tab of the Profiles screen, click the blue Edit Profiles link.
3. Locate the profile in question via the pop-up screen. When located, click the delete button (red minus sign) to remove the profile.
If you try to delete a profile that already has users attached to it, a pop-up displays warning you that This profile is currently used by (7) user(s). If users are attached to the profile, the profile cannot be deleted. Click OK to return to the previous screen.
4. Clicking the delete button will open a confirmation pop-up window. Click OK to continue deleting the profile. You also have the option to Cancel by clicking the corresponding button.
![](https://media.screensteps.com/image_assets/assets/001/741/676/original/0ec007cc-fd64-4ce2-a704-fa993da6ef01.png)
Permissions Explained
Menu > Admin
Portal
Portal: Allows the profile to access the Portal page.
Budgeting/General Ledger
Expenditure/Revenue Report: If enabled, the profile has access to the Expenditure/Revenue Report, which includes budget information and all committed, encumbered, and expended monies for all the Expense, Revenue, and Internal Accounts.
Budget Maintenance: If enabled, the profile has access to Budget Maintenance, which allows users to create requests for revision of funds within a budget.
Budget Maintenance: Allow Back-dating: If enabled, the profile can enter journal dates previous to the current date.
Budget Maintenance: Revise Budgets: If enabled, the profile can select the Revision radio button in order to request that monies are moved from one account to another.
Budget Maintenance: Allow Negative Revision Balance: If enabled, the profile can create revisions that causes the new balance to be negative.
Budget Maintenance: Allow Negative Revision Budget: If enabled, the profile can create revisions that cause the new Budgeted amount to be negative.
Budget Maintenance: Amend Budgets: If enabled, the profile can select the Amendment radio button in order to request monies for a new budget.
Budget Maintenance: View All Requests: If enabled, the profile can clic View All Users to view requests submitted by all users.
Budget Maintenance: Edit Requests: If enabled, the profile can edit requests created by other users.
Budget Maintenance: Edit Batches: If enabled, the profile can edit batches created by other users.
Budget Maintenance: Reverse Requests: If enabled, the profile can reverse submitted and approved amendments and revisions, which creates a reversal draft allowing users to submit a request to undo/reverse what was originally requested.
Budget Maintenance: Allow Transferring Between Funds: If enabled, the profile can request to transfer monies between different funds.
Budget Maintenance: Allow Transferring Between Projects: If enabled, the profile can request to transfer monies between different projects.
Budget Maintenance: Allow New Budgets on Revisions: If enabled, the profile can create new budgets upon creating a revision in order to move monies from one account to another meaning that users can move money from or to a new budget.
Budget Maintenance: Allow Revenue Transfers: If enabled, the profile can transfer monies between revenue accounts.
Budget Maintenance: Allow Detail Rows: If enabled, the profile can click the green plus sign in order to add detailed rows which are rows added to accounts that add applicable accounting strip information, such as Program.
Budget Maintenance: Submit Request - Current and Past Years: If enabled, the profile can submit a budget request for the current fiscal year and any past fiscal years.
Budget Maintenance: Submit Request - Future Years: If enabled, the profile can submit a budget request for future fiscal years.
Internal Account Budget Maintenance: If enabled, the profile has access to Internal Account Budget Maintenance, which allows users to create requests for revision of funds within an internal budget.
Internal Account Budget Maintenance: Allow Back-dating: If enabled, the profile can enter journal dates previous to the current date.
Internal Account Budget Maintenance: Revise Internal Budgets: If enabled, the profile can select the Revision radio button in order to request that monies are moved from one internal account to another.
Internal Account Budget Maintenance: Allow Negative Revision Balance: If enabled, the profile can create revisions that cause the new Budgeted amount to be negative.
Internal Account Budget Maintenance: Amend Internal Budgets: If enabled, the profile can select the Amendment radio button in order to request monies for a new budget.
Internal Account Budget Maintenance: Edit Requests: If enabled, the profile can edit requests created by other users.
Internal Account Budget Maintenance: Reverse Requests: If enabled, the profile can reverse submitted and approved amendments and revisions, which creates a reversal draft allowing users to submit a request to undo/reverse what was originally requested.
Internal Account Budget Maintenance: Allow Transferring between Funds: If enabled, the profile can request to transfer monies between different funds.
Internal Account Budget Maintenance: Allow Transferring between Projects: If enabled, the profile can request to transfer monies between different projects.
Internal Account Budget Maintenance: Allow New budgets on Revisions: If enabled, the profile can create new budgets upon creating a revision in order to move monies from one account to another meaning that users can move money from or to a new budget.
Internal Account Budget Maintenance: Allow Detail Rows: If enabled, the profile can click the green plus sign in order to add detailed rows which are rows added to accounts that add applicable accounting strip information, such as Program.
Internal Account Budget Maintenance: : Submit Request - Current and Past Years: If enabled, the profile can submit a budget request for the current fiscal year and any past fiscal years.
Internal Account Budget Maintenance: : Submit Request - Future Years: If enabled, the profile can submit a budget request for future fiscal years.
Board Packet Report: If enabled, the profile can create automated packets of budget amendments and revisions for annual or monthly board review.
Trial Balance: If enabled, the profile can verify balances between asset and liability accounts.
Balancing Reports: If enabled, the profile can access the Balancing Reports, which allows users to ensure the Trial Balance is balanced, as well as Accounts Receivable.
Bank Reconciliation: If enabled, the profile can access Bank Reconciliation in order to match the balances in Focus records for a cash account to the corresponding information on the bank statement.
Bank Reconciliation: View All Reconciliations: If enabled, the profile can click View All Users to view all bank reconciliations created by other users.
Bank Reconciliation: Upload Reconciliations: If enabled, the profile can click the Upload tab to upload a new bank file and create a bank reconciliation.
Bank Reconciliation: Manual Reconciliations: If enabled, the profile can click the Manual tab in order to manually enter bank information, such as the start and end dates as well as the balances.
Bank Reconciliation: Edit Reconciliations: If enabled, the profile can edit existing reconciliations.
Bank Reconciliation: Delete Reconciliations: If enabled, the profile can delete existing reconciliations that haven't been finalized.
Bank Reconciliation: Unfinalize Reconciliations: If enabled, the profile can click Unfinalize to unfinalize a previously submitted bank reconciliation.
Internal Account Bank Reconciliation: If enabled, the profile can access Internal Account Bank Reconciliation in order to match the balances in Focus records for a cash account to the corresponding information on the bank statement.
Internal Account Bank Reconciliation: View All Reconciliations: If enabled, the profile can click View All Users to view all bank reconciliations created by other users.
Internal Account Bank Reconciliation: Upload Reconciliations: If enabled, the profile can click the Upload tab to upload a new bank file and create a bank reconciliation.
Internal Account Bank Reconciliation: Manual Reconciliations: If enabled, the profile can click the Manual tab in order to manually enter bank information, such as the start and end dates as well as the balances.
Internal Account Bank Reconciliation: Edit Reconciliations: If enabled, the profile can edit existing reconciliations.
Internal Account Bank Reconciliation: Delete Reconciliations: If enabled, the profile can delete existing reconciliations that haven't been finalized.
Internal Account Bank Reconciliation: Unfinalize Reconciliations: If enabled, the profile can click Unfinalize to unfinalize a previously submitted bank reconciliation.
Fund Interest Allocation: If enabled, the profile can review all funds associated with specific General Ledger Accounts and allocate interest earned by the Fund.
Project Report: If enabled, the profile can generate and review detailed project information.
Finance Costing Export: If enabled, the profile can export expenditures in a format that can be easily imported to the Department of Educations (DOE) costing report software.
Internal Accounts Activity Report: If enabled, the profile can review and approve data corresponding to Activity Accounts, such as Athletics, Music, Clubs, etc.
FA 399 Report Extract: If enabled, the profile can generate a federal grant report.
Zero-Based Budget Report: If enabled, the profile can review the Expenses and Encumbrance details by account.
Fund Balance Report: If enabled, the profile can run the report for information about the balances of specific funds and the accounts linked to said funds identified by the district via the Setup tab.
Balance Sheet: If enabled, the profile can review a summary of accounts based on custom categories set via Setup > Settings > Balance Sheet tab.
Income Statement: If enabled, the profile can access the Income Statement, which displays the district's revenues, expenses, and profitability over a period of time.
District Budget Planning: If enabled, the profile can access the District Budget Planning screen, which allows for multiple budgeting scenarios to be considered while deciding upon an official budget.
Campus/Department Budget Planning: If enabled, the profile can access the Campus/Department Budget Planning screen, which allows Budget Managers to plan and submit their own budgets.
Campus/Department Budget Planning: Add New Budget Lines: If enabled, the profile can add new budget lines to budget scenarios.
Campus/Department Budget Planning: Override Approved Manager Budgets: If enabled, the profile can view all budget lines using the View Manager Detail button and edit the planned budget for any accounting strips.
Payroll Budget Planning: If enabled, the profile can create a payroll budget scenario that can be adopted into the district budget plan for the following fiscal year.
Journal Report: If enabled, the profile can search for and view details of specific journal entries.
Manual Journals: If enabled, the profile can enter transactions that are not automatically recorded in the ERP system in order to create manual journals.
Manual Journals: View All Manual Journal Drafts: If enabled, the profile can click View All Users on the Drafts tab to view all drafts created by other users.
Manual Journals: Edit Requests: If enabled, the profile can edit manual journal requests created by other users.
Manual Journals: Void Manual Journals: If enabled, the profile can void manual journals by clicking the Void/Reverse button.
Manual Journals: Submit One-Sided Manual Journal: If enabled, the profile can create a manual journal that has a Debit or Credit entry but not both so the journal is unbalanced.
Manual Journals: Month 13+: If enabled, the profile can enter a closed fiscal year in the Journal Date field and select a month from the Month 13+ pull-down that displays to identify as an audit correction.
Internal Account Manual Journals: If enabled, the profile can enter transactions that are not automatically recorded in the ERP system in order to create internal account manual journals.
Internal Account Manual Journals: View All Manual Journal Drafts: If enabled, the profile can click View All Users on the Drafts tab to view all drafts created by other users.
Internal Account Manual Journals: Edit Requests: If enabled, the profile can edit manual journal requests created by other users.
Internal Account Manual Journals: Void Manual Journals: If enabled, the profile can void manual journals by clicking the Void/Reverse button.
Internal Account Manual Journals: Submit One-Sided Manual Journal: If enabled, the profile can create a manual journal that has a Debit or Credit entry but not both so the journal is unbalanced.
Internal Account Manual Journals: Month 13+: If enabled, the profile can enter a closed fiscal year in the Journal Date field and select a month from the Month 13+ pull-down that displays to identify as an audit correction.
Internal Account Manual Journals: Restrict User to Facility Bank: If enabled, the profile will only have access to banks assigned to the users' assigned facilities. Banks are assigned to specific facilities via Setup > Bank Accounts and facilities assigned to users via Setup > Accounting Strips.
Purchasing/Accounts Payable
Purchase Requests/Orders: If enabled, the profile can create a new request, finish a previously saved request, and review the purchase history and status for each request in the approval flow process.
Purchase Requests/Orders: Close Requests: If enabled, the profile can click Liquidate balance in order to close purchase orders.
Purchase Requests/Orders: Reopen Requests: If enabled, the profile can click Re-open in order to open purchase orders that were previously closed/liquidated.
Purchase Requests/Orders: View All Requests: If enabled, the profile can click View All Users in order to view purchase requests/orders created by other users.
Purchase Requests/Orders: Print/Email Requests: If enabled, the profile can print and email purchase requests/orders.
Purchase Requests/Orders: Edit Requests: If enabled, the profile can edit requests created by other users.
Purchase Requests/Orders: Allow Override of Vendor Payment Terms: If enabled, the profile can override the default terms set for vendors via Vendors/Customers.
Purchase Requests/Orders: Edit Approved POs: If enabled, the profile can edit purchase orders that have already been submitted and approved.
Purchase Requests/Orders: Edit PO Sales Tax: If enabled, the profile can edit the Tax Rate as well as the Sales Tax amount.
Purchase Requests/Orders: Edit Approved POs (Cumulative) Up to $XXX.XX: If enabled, the profile can edit approved purchased orders and add line items to indicate an increase/decrease in the cumulative PO amount up to the amount specified; the specific amount is set up via Setup > Settings > Accounts Payable > Purchase Order Change Threshold section.
Purchase Requests/Orders: Show Students: If enabled, the profile can access students in the Vendor pull-down.
Purchase Requests/Orders: Negative Budgets: If enabled, the profile can create purchase requests that cause the new balance to be negative.
Purchase Requests/Orders: Warehouse Backorder: If enabled, the profile can create warehouse purchase requests where the order request quantity is higher than the warehouse balance of the item.
Purchase Requests/Orders: Type: Standard: If enabled, the profile can create Standard purchase requests/orders for a one time item or service that doesn't pertain to any other types of requests.
Purchase Requests/Orders: Type: Blanket: If enabled, the profile can create Blanket requests/orders for an item or service on a larger scale to be paid over a period of time.
Purchase Requests/Orders: Type: Warehouse: If enabled, the profile can create Warehouse requests/orders for items from the district warehouse.
Purchase Requests/Orders: Type: Stock Warehouse: If enabled, the profile can create Stock Warehouse requests/orders for items in order to stock the warehouse.
Purchase Requests/Orders: Type: Utility: If enabled, the profile can create Utility requests/orders for services from a utilities company, such as electricity.
Purchase Requests/Orders: Type: P-Card: If enabled, the profile can create P-Card requests/orders, which imports purchase card payments already made to be submitted for approval and/or processing.
Purchase Requests/Orders: Delete Imported Pcard Drafts: If enabled, the profile can delete imported P-Card drafts that displays in Existing Drafts of the Drafts tab.
Purchase Requests/Orders: Allow Pcard Default Accounting Override: If enabled, the profile can edit the allocation of a P-Card transaction.
Purchase Requests/Orders: Type: Payment Voucher If enabled, the profile can create Payment Voucher requests/orders in order to create a voucher and generate a check for payment without a purchase order number being assigned upon approval.
Purchase Requests/Orders: Type: Capital Improvement: If enabled, the profile can create Capital Improvement requests/orders to request projects that include new construction, renovations, repairs, and major maintenance to existing facilities, and other major landscape improvements.
Purchase Requests/Orders: Edit Terms & Conditions: If enabled, the profile can edit the Terms & Conditions.
Purchase Requests/Orders: Override Approval Flow: If enabled, the profile can override the approval flow for purchase requests and orders.
Purchase Requests/Orders: Allow PO-PCard Requests Identifier: If enabled, the profile can link imported P-Card purchase order drafts to purchase orders using the P-Card Eligible pull-down. Note: The Link PO to Imported P-Card Requests setting must be enabled via Setup > Settings > Accounts Payable in order for the pull-down to display.
Purchase Requests/Orders: Submit Request - Current and Past Years: If enabled, the profile can submit a purchase request/order for the current fiscal year and any past fiscal years.
Purchase Requests/Orders: Submit Request - Future Years: If enabled, the profile can submit a purchase request/order for future fiscal years.
Purchase Requests/Orders: Delete Comments While Pending: If enabled, the profile can delete Comments that have been posted for 15 minutes while the Purchase Request/Order is pending (hasn't been approved or denied by the assigned approval chain).
Purchase Requests/Orders: Delete Files While Pending: If enabled, the profile can delete Files that have been attached for 15 minutes while the Purchase Request/Order is pending (hasn't been approved or denied by the assigned approval chain).
Internal Purchase Requests/Orders: If enabled, the profile can create a new request, finish a previously saved request, and review the purchase history and status for each request in the approval flow process.
Internal Purchase Requests/Orders: Close Requests: If enabled, the profile can click Liquidate balance in order to close internal purchase orders.
Internal Purchase Requests/Orders: Reopen Requests: If enabled, the profile can click Re-open in order to open internal purchase orders that were previously closed/liquidated.
Internal Purchase Requests/Orders: View All Requests: If enabled, the profile can click View All Users in order to view internal purchase requests/orders created by other users.
Internal Purchase Requests/Orders: Print/Email Requests: If enabled, the profile can print and email internal purchase requests/orders.
Internal Purchase Requests/Orders: Edit Requests: If enabled, the profile can edit requests created by other users.
Internal Purchase Requests/Orders: Allow Override of Vendor Payment Terms: If enabled, the profile can override the default terms set for vendors via Vendors/Customers.
Internal Purchase Requests/Orders: Edit Approved POs: If enabled, the profile can edit purchase orders that have already been submitted and approved.
Internal Purchase Requests/Orders: Edit Approved POs (Cumulative) Up to $XXX.XX: If enabled, the profile can edit approved purchased orders and add line items to indicate an increase/decrease in the cumulative PO amount up to the amount specified; the specific amount is set up via Setup > Settings > Accounts Payable > Purchase Order Change Threshold section.
Internal Purchase Requests/Orders: Show Students: If enabled, the profile can access students in the Vendor pull-down.
Internal Purchase Requests/Orders: Negative Budgets: If enabled, the profile can create purchase requests that cause the new balance to be negative.
Internal Purchase Requests/Orders: Type: Standard: If enabled, the profile can create Standard purchase requests/orders for a one time item or service that doesn't pertain to any other types of requests.
Internal Purchase Requests/Orders: Type: Blanket: If enabled, the profile can create Blanket requests/orders for an item or service on a larger scale to be paid over a period of time.
Internal Purchase Requests/Orders: Type: Utility: If enabled, the profile can create Utility requests/orders for services from a utilities company, such as electricity.
Internal Purchase Requests/Orders: Type: P-Card: If enabled, the profile can create P-Card requests/orders, which imports purchase card payments already made to be submitted for approval and/or processing.
Internal Purchase Requests/Orders: Delete Imported Pcard Drafts: If enabled, the profile can delete imported P-Card drafts that displays in Existing Drafts of the Drafts tab.
Internal Purchase Requests/Orders: Allow Pcard Default Accounting Override: If enabled, the profile can edit the allocation of a P-Card transaction.
Internal Purchase Requests/Orders: Type: Payment Voucher: If enabled, the profile can create Payment Voucher requests/orders in order to create a voucher and generate a check for payment without a purchase order number being assigned upon approval.
Internal Purchase Requests/Orders: Type: Warehouse: If enabled, the profile can create Warehouse requests/orders for items from the district warehouse.
Internal Purchase Requests/Orders: Type: Stock Warehouse: If enabled, the profile can create Stock Warehouse requests/orders for items in order to stock the warehouse.
Internal Purchase Requests/Orders: Edit Terms & Conditions: If enabled, the profile can edit the Terms & Conditions.
Internal Purchase Requests/Orders: Override Approval Flow: If enabled, the profile can override the approval flow for purchase requests and orders.
Internal Purchase Requests/Orders: Allow PO-PCard Requests Identifier: If enabled, the profile can link imported P-Card purchase order drafts to purchase orders using the P-Card Eligible pull-down. Note: The Link PO to Imported P-Card Requests setting must be enabled via Setup > Settings >Accounts Payable in order for the pull-down to display.
Internal Purchase Requests/Orders: Submit Request - Current and Past Years: If enabled, the profile can submit a purchase request/order for the current fiscal year and any past fiscal years.
Internal Purchase Requests/Orders: Submit Request - Future Years: If enabled, the profile can submit a purchase request/order for future fiscal years.
Internal Purchase Requests/Orders: Delete Comments While Pending: If enabled, the profile can delete Comments that have been posted for 15 minutes while the Purchase Request/Order is pending (hasn't been approved or denied by the assigned approval chain).
Internal Purchase Requests/Orders: Delete Files While Pending: If enabled, the profile can delete Files that have been attached for 15 minutes while the Purchase Request/Order is pending (hasn't been approved or denied by the assigned approval chain).
Receive Orders: If enabled, the profile can view information from the original purchase order and mark items as received, release items for payment, and partially release items for a portion of item received.
Receive Orders: Generate Notification: If enabled, the profile will receive notification on the Portal page when orders are received.
Receive Orders: Allow Receive All: If enabled, the profile can click Receive All in order to receive all orders at once.
Release Orders: If enabled, the profile can release orders that are ready to be invoiced.
Release Orders: Generate Notification: If enabled, the profile will receive notification on the Portal page when orders are released.
Release Orders: Allow Release All: If enabled, the profile can click Release All in order to release all orders at once.
Internal Receive Orders: If enabled, the profile can view information from the original purchase order and mark items as received, release items for payment, and partially release items for a portion of item received.
Internal Release Orders: If enabled, the profile can release orders that are ready to be invoiced.
Internal Release Orders: Generate Notification: If enabled, the profile will receive notification on the Portal page when orders are released.
Bids/Contracts: If enabled, the profile can tie vendors to specific commodities, which allows vendors to login to Focus to review, place, and view awarded bids.
Bids/Contracts: Contract Requests: If enabled, the profile can create contract requests, which can be selected from the Solicitation Type pull-down.
Bids/Contracts: Non-bid Requests: If enabled, the profile can create non-bid requests, which can be selected from the Solicitation Type pull-down.
Bids/Contracts: Quotes Requests: If enabled, the profile can create Quote (RFQ: Request For Quotation) requests, which can be selected from the Solicitation Type pull-down.
Bids/Contracts: RFP Requests: If enabled, the profile can create RFP (Request For Proposal) requests, which can be selected from the Solicitation Type pull-down.
Bids/Contracts: RFI Requests: If enabled, the profile can create RFI (Request For Information) requests, which can be selected from the Solicitation Type pull-down.
Bids/Contracts: CSP Requests: If enabled, the profile can create CSP (Communications Service Providers) requests, which can be selected from the Solicitation Type pull-down.
Bids/Contracts: JOC Requests: If enabled, the profile can create JOC (Job Order Contract) requests, which can be selected from the Solicitation Type pull-down.
Bids/Contracts: CMR Requests: If enabled, the profile can create CMR (Commercial Market Representative) requests, which can be selected from the Solicitation Type pull-down.
Bids/Contracts: Delete Requests: If enabled, the profile can delete bid requests created by other users.
Bids/Contracts: Delete Line Item From Approved Bid: If enabled, the profile can delete line items from a bid that has already been approved.
Bids/Contracts: View All User's Bids: If enabled, the profile can click View All Users to view bids created by other users.
Invoices: If enabled, the profile can enter invoices for various purchase orders.
Invoices: Display P-Card Repayment: If enabled, the profile can select P-Card Repayment from the Batch Type pull-down in order to create a P-Card repayment invoice batch.
Invoices: Utility Invoices: If enabled, the profile can create an invoice for services from a utilities company, such as electricity.
Invoices: View All Users' Batches: If enabled, the profile can click View All Users in order to view invoice batches created by other users.
Invoices: Edit Invoices: If enabled, the profile can edit invoices created by other users.
Invoices: Allow Override of Vendor Payment Terms: If enabled, the profile can override the default Vendor Payment Terms on the Invoice based on the invoice due date.
Invoices: Email when PO released: If enabled, the profile will receive an email when a purchase order is released.
Invoices: Display Credit Accounts: If enabled, the profile can select the applicable account from the Credit pull-down for invoices.
Invoices: Display Debit Accounts: If enabled, the profile can select the applicable account from the Debit pull-down for invoices.
Invoices: Review/Post Invoices: If enabled, the profile can click Review/Post in order to open the batch, edit the invoices in the batch, and post the invoice batch.
Invoices: Decide Overage Invoices: If enabled, the profile can manage situations where the invoice amount exceeds the approved purchase order amount.
Invoices: Allow Non-PO Invoices: If enabled, the profile can attach non-purchase orders to a batch.
Invoices: Revenue Refund: If enabled, the profile can attach revenue refunds to a batch.
Invoices: Access Templates: If enabled, the profile can create and access invoice templates.
Invoices: View All Users' Templates: If enabled, the profile can click View All Users to view templates created by other users.
Invoices: Edit Invoice Sales Tax: If enabled, the profile can edit the established State Tax set up via Setup > Settings > Accounts Payable tab > State Tax section.
Invoices: Allow Creating One-Time Vendor: If enabled, the profile can click One time vendor instead of selecting an established vendor from the Vendor pull-down.
Internal Account Invoices: If enabled, the profile can enter internal invoices for various purchase orders.
Internal Account Invoices: Utility Invoices: If enabled, the profile can create an invoice for services from a utilities company, such as electricity.
Internal Account Invoices: View All Users' Batches: If enabled, the profile can click View All Users in order to view invoice batches created by other users.
Internal Account Invoices: Display Credit Accounts: If enabled, the profile can select the applicable account from the Credit pull-down for invoices.
Internal Account Invoices: Allow Override of Vendor Payment Terms: If enabled, the profile can override the default Vendor Payment Terms on the Invoice based on the invoice due date.
Internal Account Invoices: Display Debit Accounts: If enabled, the profile can select the applicable account from the Debit pull-down for invoices.
Internal Account Invoices: Review/Post Invoices: If enabled, the profile can click Review/Post in order to open the batch, edit the invoices in the batch, and post the invoice batch.
Internal Account Invoices: Decide Overage Invoices: If enabled, the profile can manage situations where the invoice amount exceeds the approved purchase order amount.
Internal Account Invoices: Allow Non-PO Invoices: If enabled, the profile can attach non-purchase orders to a batch.
Internal Account Invoices: Revenue Refund: If enabled, the profile can attach revenue refunds to a batch.
Internal Account Invoices: Access Templates: If enabled, the profile can create and access invoice templates.
Internal Account Invoices: View All Users' Templates: If enabled, the profile can click View All Users to view templates created by other users.
Internal Account Invoices: Allow Creating One-Time Vendor: If enabled, the profile can click One time vendor instead of selecting an established vendor from the Vendor pull-down.
Release Invoices: If enabled, the profile can review and release invoices for payment by all assigned parties.
Release Invoices: View All Users: If enabled, the profile can click Show All Users to view all invoices that have been released or that are pending.
Internal Release Invoices: If enabled, the profile can review and release invoices for payment by all assigned parties.
Internal Release Invoices: View All Users: If enabled, the profile can click Show All Users to view all invoices that have been released or that are pending.
Quick Check: If enabled, the profile can print a quick check once a purchase order has been submitted.
Internal Quick Check: If enabled, the profile can print an internal quick check once a purchase order has been submitted.
Checks: If enabled, the profile can review invoices that have been submitted for payment and print checks.
Checks: Edit Checks: If enabled, the profile can Print and Void checks.
Checks: Edit Starting Check Numbers: If enabled, the profile can edit the Starting Check # in Check Settings.
Checks: Print File Copies: If enabled, the profile can print file copies of checks.
Checks: Override Close PO on New Check Run Screen: If enabled, the profile can select the Close PO check box to close the purchase order when the check run is submitted.
Internal Account Checks: If enabled, the profile can review invoices that have been submitted for payment and print checks.
Vendors/Customers: If enabled, the profile can add vendors and customers as contacts, which includes payment methods, addresses, tax identification information, and more.
Vendors/Customers: Edit Customers: If enabled, the profile can edit customers.
Vendors/Customers: Edit Vendors: If enabled, the profile can edit vendors.
Vendors/Customers: View Restricted Information: If enabled, the profile can view the vendors' TIN numbers at the end of the vendors' names in the Choose a Contact pull-down.
Vendors/Customers: View Payment Method: If enabled, the profile can view the Payment Method section in Vendors/Customers.
Vendors/Customers: Edit Payment Method: If enabled, the profile can edit the Payment Method fields.
Vendors/Customers: View Insurance Info: If enabled, the profile can view the Insurance Info section in Vendors/Customers.
Vendors/Customers: Edit Insurance Info: If enabled, the profile can edit the Insurance Info fields.
Vendors/Customers: Edit Contact Info: If enabled, the profile can edit the Contact Info fields.
Vendors/Customers: Edit Payment Address: If enabled, the profile can edit the Payment address in the Addresses section.
Vendors/Customers: Edit Other Addresses: If enabled, the profile can edit other addresses, other than the Payment address, in the Addresses section.
Purchase Request/Order Report: If enabled, the profile can run the Purchase Request/Order Report, which includes data as it pertains to purchase orders and requests.
Invoice Report: If enabled, the profile can access the Invoice Report, which houses the Invoice Report, the Invoice Reconciliation report, and the Utility Report.
Check Report: If enabled, the profile can access the Check Report screen, which houses the Check Report, the Check Line Report, and the Check Allocation Report.
Vendor/Bid Report: If enabled, the profile can access the Vendor/Bid Report, which includes vendor and bidding information.
Print 1096: If enabled, the profile can run the1096 form, which summarizes the information from the 1099 forms sent to the IRS for the tax year.
Print 1099-MISC: If enabled, the profile can access the Print 1099-MISC screen, which is used to manually enter vendor payments and generate 1099-MISC income tax forms.
Print 1099-NEC: If enabled, the profile can generate the 1099-NEC form, which is used for reporting non-employee compensation (NEC) payments.
Electronic 1099: If enabled, the profile can access the Electronic 1099-MISC screen, which allows districts with 250 or more returns to file electronically.
1099 Vendor Report: If enabled, the profile can run the 1099 Vendor Report, which allows users to access all vendors that will receive a 1099-MISC form or 1099-NEC form.
New Vendor Report: If enabled, the profile can access the New Vendor Report, which allows users to review vendors based on the hire/contract execution timeframe.
Pcard Transaction Upload: If enabled, the profile can access the Pcard Transaction Upload screen, which allows users to upload p-card transactions so they can be linked to approved purchase orders.
Accounts Receivable
Invoices: If enabled, the profile can access the Invoices screen, which allows profile users to submit, email, and/or print customer invoices. You also have the ability to create invoice templates to use as many times as needed.
Invoices: View All Users: If enabled, the profile can click View All Users in order to view invoices created by all other users.
Invoices: Edit Invoices: If enabled, the profile can edit invoices created by other users.
Invoices: Close Invoices: If enabled, the profile can click Close in order to close invoices that have a balance.
Invoices: Expense Invoices: If enabled, the profile can create Expense invoices by selecting it from the pull-down on the Drafts and Templates tabs.
Invoices: Revenue Invoices: If enabled, the profile can create Revenue invoices by selecting it from the pull-down on the Drafts and Templates tabs.
Invoices: Create Multiple Customer Invoices from CSV File: If enabled, the profile can create multiple customer invoices from a CSV file using the Import Invoices tab.
Internal Account Invoices: If enabled, the profile can access the Internal Account Invoices screen, which allows profile users to submit, email, and/or print customer invoices. You also have the ability to create invoice templates to use as many times as needed.
Internal Account Invoices: View All Users: If enabled, the profile can click View All Users in order to view invoices created by all other users.
Internal Account Invoices: Edit Invoices: If enabled, the profile can edit invoices created by other users.
Internal Account Invoices: Close Invoices: If enabled, the profile can click Close in order to close invoices that have a balance.
Customer Statements: If enabled, the profile can access the Customer Statements screen, which allows profile users to generate and email/print statements for customers including statements based on an Open Balance and/or a Past Due Balance.
Customer Statements: Create Statements: If enabled, the profile has the ability to generate statements from the Drafts tab.
Customer Statements: Edit Statements: If enabled, the profile has the ability to edit a previously submitted statement for correction.
Customer Statements: View All Users' Statements: If enabled, the profile has the ability to view statements generated by all users including their own statements.
Receipts: If enabled, the profile can access the Receipts screen, which allows users to create receipts as a record and/or for customers regarding any incoming payments or incoming revenue.
Receipts: Create Receipts: If enabled, the profile can access the Create/Edit Receipts tab in order to create receipts.
Receipts: Post Receipts: If enabled, the profile user has the ability to post receipts.
Receipts: View All Receipts: If enabled, the profile users can click View All Receipts in order to see all receipts when there are more than 100 receipt records.
Receipts: Edit Receipts: If enabled, the profile can access the Create/Edit Receipts tab in order to edit receipts created by other users as well as their own receipts.
Receipts: Delete Receipts: If enabled, the profile can delete receipts.
Receipts: Edit Reference Number after Receipt Posted: If enabled, the profile can edit the Reference # field.
Internal Account Receipts: If enabled, the profile can access the Internal Account Receipts screen, which allows users to create receipts as a record and/or for customers regarding any incoming payments or incoming revenue.
Internal Account Receipts: Create Receipts: If enabled, the profile can access the Create/Edit Receipts tab in order to create receipts.
Internal Account Receipts: Post Receipts: If enabled, the profile user has the ability to post receipts.
Internal Account Receipts: Edit Receipts: If enabled, the profile can access the Create/Edit Receipts tab in order to edit receipts created by other users as well as their own receipts.
Internal Account Receipts: Delete Receipts: If enabled, the profile can delete receipts.
Internal Account Receipts: Edit Debit / Credit: If enabled, the profile can edit the Debit and Credit pull-downs (if enabled).
Point of Sale: If enabled, the profile can access the Point of Sale screen, which allows users to implement local purchases for items.
Point of Sale: Edit: If enabled, the profile can edit transactions created by other users as well as transactions created by the profile users themselves.
Point of Sale: Add New Customers: If enabled, the profile can click the Add New Customer icon in order to create a new customer as opposed to selecting an existing Customer already defined via Vendors/Customers.
Point of Sale: Process Customer Credit: If enabled, the profile can apply Customer Credit as a payment Type; when the student/customer has a credit, the credited amount displays allowing profile users to apply the credit as of form of payment.
Point of Sale: Process Funding Source Credit: If enabled, the profile can apply Funding Source Credit towards Payments, which is a credit obtained by a funding source.
Point of Sale: Process Waiver Payments: If enabled, the profile can apply waivers as payments towards balances in the Payments section of the Point of Sale screen and/or Student Billing in SIS. Applying this Waiver Payment type will reverse the journals to offset the original invoice amount, aligning with the process for funding source deferral. This profile permission displays when the "Enable Waiver Payments" setting is enabled via Setup > Settings > Accounts Receivable tab.
Point of Sale: Process Credit Card: If enabled, the profile can apply a Credit Card as a payment Type when Authorize.net is integrated with Focus to run credit and debit cards.
Point of Sale: View All Users: If enabled, the profile can view transactions created by other users as well as their own.
Point of Sale: Reduce Deferrals on Sales Screen: If enabled, the profile can click the Deferrals amount in order to reduce the deferral amount.
Point of Sale: Modify Finalized Deferrals: If enabled, the profile can edit existing deferrals as well as access outstanding balances to clear or reduce deferrals after they have been finalized via Accounts Receivable > Funding Sources.
Point of Sale: Void Transactions: If enabled, the profile can click Void when viewing transaction details from the Transaction History tab in order to void the transaction.
Point of Sale: Void Only Same-Day Transactions: If enabled, the profile can void transactions that have occurred on the same day.
Point of Sale: Manual Void Date: If enabled, the profile can enter any Void Date needed when voiding transactions.
Point of Sale: Void Refunds: If enabled, the profile can void refunds.
Point of Sale: Refund Transactions: If enabled, the profile can create a refund for transactions.
Point of Sale: Delete Others' Transactions: If enabled, the profile can delete transactions created by other users.
Point of Sale: Delete Own Transactions: If enabled, the profile can delete transactions created by them only.
Point of Sale: Cancel Transactions: If enabled, the profile can cancel transactions.
Point of Sale: Allow Cash Refund: If enabled, the profile can select cash Refund from the Refund Type pull-down in order to refund cash directly from the cash drawer back to the student/customer.
Point of Sale: Allow Other Refund: If enabled, the profile can select Other Refund from the Refund Type pull-down in order to use a third party software to issue either a check or credit back to the student/customer.
Point of Sale: Allow Other (Credit Card) Refund: If enabled, the profile can select Credit card Refund from the refund Type pull-down, which automatically refunds the amount back to the credit card used for payment (Note: A Credit Card Refund can only be issued if a merchant account has been set up).
Point of Sale: Allow Other (Check) Refund: If enabled, the profile can select Other Rund Check from the Refund Type pull-down in order to use a third party check software to issue a check back to the student/customer.
Point of Sale: Allow Manual Payment Dates: If enabled, the profile can enter any applicable date needed as a Payment Date.
Point of Sale: Allow Manual Refund Dates: If enabled, the profile can enter any applicable date needed as a Refund Date.
Point of Sale: Allow Price Changes: If enabled, the profile can edit the price of a product.
Point of Sale: Allow Revenue Refunds: If enabled, the profile can select Revenue Refund from the Refund Type pull-down in order to issue a refund from a revenue account.
Point of Sale: Allow Changes to Taxable: If enabled, the profile can select and clear the Taxable check box.
Point of Sale: Migrate Transactions: If enabled, the profile can access the Migrate Transactions tab, which allows users to transfer invoices and/or non-POS receipts from one customer to another.
Point of Sale: Payment Plans: If enabled, the profile can access the Payment Plans tab, which allows users to create a plan for payments towards an outstanding balance over a specified period of time.
Deposits: If enabled, the profile can access the Deposits screen, which is used to mark receipts as having been deposited, thus making the associated funds available in the system.
Deposits: Edit Deposits: If enabled, the profile can edit deposits created by the profile user and other users.
Deposits: View All Deposits: If enabled, the profile can view deposits created by the profile users and other users.
Internal Account Deposits: If enabled, the profile can access the Internal Account Deposits screen, which is used to mark receipts as having been deposited, thus making the associated funds available in the system.
Internal Account Deposits: Edit Internal Deposits: If enabled, the profile can edit deposits created by the profile user and other users.
Internal Account Deposits: View All Internal Deposits: If enabled, the profile can view deposits created by the profile users and other users.
Cashouts: If enabled, the profile can access the Cashouts screen, which allows cashiers to reconcile transactions that have occurred in the Point of Sale finance system with actual monies in the cashiers drawer.
Cashouts: Void Cashouts: If enabled, the profile can void existing cashouts.
Print 1098-T's: If enabled, the profile can access the Print 1098-T's screen, which serves as a way to generate annual 1098-T forms and ensure applicable fees, tuition, and funding sources are indicated to make generation an easy and efficient process.
Customer Ledger: If enabled, the profile can access the Customer Ledger screen, which houses all customer transactions.
Customer Ledger: Simple Customer Ledger: If enabled, the profile will have access to the Simplified Ledger tab, which houses the corresponding report including the following columns: Transaction Date, Transaction Number, Invoice Number, Receipt Number, Transaction Type, Description, Course, Charges, Credits, Deferred, and the Balance.
Customer Ledger: Expanded Customer Ledger: If enabled, the profile will have access to the Customer Ledger tab, which houses the expanded customer ledger including the following columns: Invoice Number, Invoice Date, Facility, Invoice Amount, Outstanding Balance, Transaction Number, Payment Date, Item, Course, Payment Amount, and the Payment Method.
Invoice Report: If enabled, the profile can access the Invoice Report screen, which shows the invoices pertaining to the specified search criteria.
Receipt Report: If enabled, the profile can access the Receipt Report screen, which allows users to review information pertaining to receipts generated via Receipt and Internal Account Receipts modules, as well as Point of Sale (POS).
Refund Report: If enabled, the profile can access the Refund Report screen, which includes all refund types including reinvoiced and non-reinvoiced refunds; the report allows users to review data when reconciling Point of Sale (POS) refunds.
Deposit Report: If enabled, the profile can access the Deposit Report screen, which allows users to pull deposit information based on timeframes, refund, receipts, and more.
Cashout Report: If enabled, the profile can access the Cashout Report screen, which is used to review all cashouts.
Cashout Report: View All Cashouts: If enabled, the profile can view all cashouts including those created by other users.
Receivables Report: if enabled, the profile can access the Receivables Report screen, which provides an archive of all invoices that are paid at a future date.
Funding Source Report: If enabled, the profile can access the Funding Source Report screen, which includes three different types of reports: Overview, General Report, and Invoice. Each of these reports contains different data; for example, the General Report includes Customer and Student information, whereas, the other two reports do not.
1098-T Report: If enabled, the profile can access the 1098-T Report, which is used to review all processed 1098-Ts.
Cash Drawer Setup: If enabled, the profile can access the Cash Drawer Setup screen, which allows users to establish the titles and beginning balances for each drawer that will be utilized via Point of Sale (POS).
Funding Sources: If enabled, the profile can access the Funding Sources screen, which allows users to create invoices for funding sources, receive payments from a funding source against a recorded deferral, set up funding sources, record outside overage checks, and outside disbursements; some of these options depend on the permissions below.
Funding Sources: Allow Waiving Deferrals: If enabled, the profile can waive deferrals.
Funding Sources: Allow Canceling Multiple Invoice Lines: If enabled, the profile can cancel multiple invoice lines at once.
Funding Sources: Allow Reducing Multiple Deferrals: If enabled, the profile can reduce multiple invoice lines at once.
Funding Sources: Create and Edit Funding Source Invoices: If enabled, the profile can access the Create Invoice tab, which allows users to create an invoice for a funding source.
Funding Sources: Allow Adding Outside Overage Checks: If enabled, the profile can access the Outside Overage Checks tab, which allows users to record instances of outside overage checks including the customer, funding sources, and check information.
Funding Sources: View Funding Source Setup: If enabled, the profile can access the Funding Sources tab, which allows users to set up funding sources including names, vouchers, financial aid codes, accounting strips, and more.
Product List: If enabled, the profile can access the Product List screen, which contains a list of all goods and services that can be used to receipt. Item descriptions, cost strip allocations, and prices can all be managed here depending on the permissions listed below.
Product List: Edit Product List: If enabled, the profile can edit products on the
Product List: View District Products:
Product List: Edit District Products:
Internal Account Product List: If enabled, the profile can access the Internal Account Product List screen, which contains a list of all goods and services available for purchase. Item descriptions, cost strip allocations, and prices can all be managed here.
Customer Credit Management: If enabled, the profile can access the Customer Credit Management screen, which displays all customer credit accounts and funding source credits accounts including accounting strip information.
Customer Credit Management: Edit Customer Credit Accounts: If enabled, the profile can edit accounting information for each student/customer.
Fixed Assets
Manage Assets: If enabled, the profile can view existing fixed assets and corresponding information.
Manage Assets: Edit Assets: If enabled, the profile can create and edit fixed assets and the corresponding fields.
Manage Assets: Limited Edit Assets: If enabled, the profile can edit fixed assets' building, room, add comments, and attach files, but cannot edit any other fields.
Manage Assets: Delete Assets: If enabled, the profile can click Delete in order to remove a fixed asset.
Manage Assets: Edit Disposition Information: If enabled, the profile can edit the Disposition Code field in addition to Disposition Information fields.
Manage Assets: Edit Department: If enabled, the profile can edit the Department field.
Manage Assets: Import Assets: If enabled, the profile can access the Import Assets tab, which allows users to import fixed assets using a CSV file.
Manage Assets: Mass Allocate: If enabled, the profile can access the Mass Allocate tab, which allows users to set up allocations for multiple assets at a time.
Manage Assets: Audit Trail: If enabled, the profile can click View Audit Trail, which displays the User responsible for making the change, the Date the change was made, the original data in the Before column and the new data in the After column.
Manage Assets: Mass Transfer: If enabled, the profile can access the Mass Transfer tab, which allows users to request a transfer of multiple assets at a time.
Manage Assets: Edit Assigned Student/User: If enabled, the profile can edit the Assigned User and the Assigned Student field.
Manage Assets: Edit Serial Number: If enabled, the profile can edit the Serial Number field.
Manage Assets: Run Depreciation: If enabled, the profile can click View Depreciation History in order to view depreciation history for fixed assets.
Manage Assets: Edit Asset Location History: If enabled, the profile can edit assets' Location Information fields.
Transfer Requests: If enabled, the profile can access the Transfer Requests screen, which allows users to request fixed asset transfers from one facility to another.
Transfer Requests: View All Transfer Requests: If enabled, the profile can click View All Users in order to view transfer requests made by all other users including those creating by the user.
Transfer Requests: Receive High Priority Transfer Pickup Notifications: If enabled, the profile will receive an email about emergency or urgent transfer requests when Emergency or Urgent is selected as the Priority.
Release Transfer: If enabled, the profile can access the Release Transfer screen, which allows users to release fixed assets that have been transfered.
Receive Transfer: If enabled, the profile can access the Receive Transfer screen, which allows users to receive fixed assets that have been transfered to their facility.
Receive Transfer: Assign Disposition Code When Receiving Transfers to Disposal Facility: If enabled, the profile can select the Disposition Code from the active pull-down and enter the Pallet Number in the active text box.
Check Out: If enabled, the profile can access the Checkout screen, which allows users to check out assets to select students at the applicable facility by scanning the asset identification code or entering the ID manually.
Schedule Inventory: If enabled, the profile can access the Schedule Inventory screen, which allows users to set up inventory windows for which inventory can be taken for fixed assets.
Take Inventory: If enabled, the profile can access the Take Inventory screen, which allows users to take inventory for fixed assets based on inventory windows scheduled via the Schedule Inventory screen.
Take Inventory: Allow Transfer Requests From Other Facilities: If enabled, the profile users can click "Transfer to [Room] at facility [Facility Number - Facility Name]" to initiate a transfer request via Fixed Assets > Transfer Requests.
Take Inventory: Allow Files/Comments: If enabled, the profile can attach files and add comments.
Take Inventory: Access Non-Facility Inventories: If enabled, the profile can access all facilities even those to which they do not have accounting strips permissions.
Take Inventory: Unfinalize Inventories: If enabled, the profile can click Unfinalize in order to unlock the window and continue taking inventory.
Take Inventory: Mark Assets Missing: If enabled, the profile can edit the Missing check box.
Print Inventory Cards: If enabled, the profile can access, generate, and print detailed inventory cards for select fixed assets.
Fixed Assets Report: If enabled, the profile can access the Fixed Assets Report, which allows users to generate a report based on specified criteria.
Fixed Assets Report: Edit Assets: If enabled, the profile can edit the Missing check box.
Room Report: If enabled, the profile can access the Room Report, which generates a print out of assets held at a selected facility broken down by selected rooms at the facility.
Assigned User Report: If enabled, the profile can access the Assigned User Report, which allows users to review a report of all assigned assets and the corresponding users.
Inventory Report: If enabled, the profile can access the Inventory Report, which generates a report of basic Fixed Assets data based on a specific Facility, the Inventory Fiscal Year, Misplaced Items, and Uninventoried Items.
Inventory Transaction Report: If enabled, the profile can access the Inventory Transaction Report, which generates a report of basic Fixed Assets data based on acquisition and disposal dates.
Balances By Category Report: If enabled, the profile can access the Balances By Category Report, which offers detailed Fixed Assets information summed up by categories defined by the district.
Depreciation By Function Report: If enabled, the profile can access the Depreciation By Function Report, which displays a breakdown of accumulated depreciation by Function per allocation for financial reporting.
Maintenance: If enabled, the profile can access the Maintenance screen, which allows users to set up Buildings, Rooms, Departments, and Disposition Codes used when logging fixed asset information in the system using the various Fixed Assets screens, such as Manage Assets.
Categories: If enabled, the profile can access the Categories screen, which is used to set up tracking parameters for all object codes under the Fixed Assets accounting strips.
Asset Accessories: If enabled, the profile can access the Asset Accessories screen, which allows users to set up accessories that can be checked out with assets from the Check Out screen.
Transportation
Field Trip Request: If enabled, the profile can access the Field Trip Request screen, which allows users to submit field trip requests, review their submitted requests and the status of the requests.
Field Trip Request: Close Fieldtrips: If enabled, the profile can close/complete field trips clicking the Complete Collection button from the Complete Field Trip tab.
Field Trip Request: Reopen Fieldtrips: If enabled, the profile can reopen field trips that have been closed/completed. When enabled, users can click the Uncomplete Collection button to reverse the collection of funds to be made from the school to transportation on the Complete Field Trip tab.
Field Trip Request: View All Fieldtrips: If enabled, the profile can view all users' drafts, templates, and submitted requests by selecting the View All Users check box displayed on the Drafts, Templates, and Field Trip History tabs.
Field Trip Request: Print/Email Fieldtrips: If enabled, the profile can print and email field trips.
Field Trip Request: Edit Fieldtrips: If enabled, the profile can create and edit field trips.
Field Trip Request: Negative Budgets: If enabled, the profile can use negative budget as Allocations for field trips.
Field Trip Request: Allow Final Destination / Date Edit: If enabled, the profile can enter and edit the Final Destination field as well as the Date field.
Field Trip Request: Cancel Approved Field Trips: If enabled, the profile can Cancel approved field trips from the Field Trip History tab.
Field Trip Request: Can Edit Approved Field Trips: If enabled, the profile can make edits to an already approved field trip.
Internal Field Trip Request: If enabled, the profile can access the Internal Field Trip Request screen, which allows users to submit field trip requests, review their submitted requests and the status of the requests.
Internal Field Trip Request: Close Fieldtrips: If enabled, the profile can close/complete field trips clicking the Complete Collection button from the Complete Field Trip tab.
Internal Field Trip Request: Reopen Fieldtrips: If enabled, the profile can reopen field trips that have been closed/completed. When enabled, users can click the Uncomplete Collection button to reverse the collection of funds to be made from the school to transportation on the Complete Field Trip tab.
Internal Field Trip Request: View All Fieldtrips: If enabled, the profile can view all users' drafts, templates, and submitted requests by selecting the View All Users check box displayed on the Drafts, Templates, and Field Trip History tabs.
Internal Field Trip Request: Print/Email Fieldtrips: If enabled, the profile can print and email field trips.
Internal Field Trip Request: Edit Fieldtrips: If enabled, the profile can create and edit field trips.
Internal Field Trip Request: Negative Budgets: If enabled, the profile can use negative budget as Allocations for field trips.
Internal Field Trip Request: Allow Final Destination / Date Edit: If enabled, the profile can enter and edit the Final Destination field as well as the Date field.
Internal Field Trip Request: Cancel Approved Field Trips: If enabled, the profile can Cancel approved field trips from the Field Trip History tab.
Internal Field Trip Request: Can Edit Approved Field Trips: If enabled, the profile can make edits to an already approved field trip.
Outside Field Trip Request: If enabled, the profile can access the Outside Field Trip Request, which allows users to submit field trip requests, review their submitted requests and the status of the requests.
Outside Field Trip Request: Close Fieldtrips: If enabled, the profile can close/complete field trips clicking the Complete Collection button from the Complete Field Trip tab.
Outside Field Trip Request: Reopen Fieldtrips: If enabled, the profile can reopen field trips that have been closed/completed. When enabled, users can click the Uncomplete Collection button to reverse the collection of funds to be made from the school to transportation on the Complete Field Trip tab.
Outside Field Trip Request: View All Fieldtrips: If enabled, the profile can view all users' drafts, templates, and submitted requests by selecting the View All Users check box displayed on the Drafts, Templates, and Field Trip History tabs.
Outside Field Trip Request: Print/Email Fieldtrips: If enabled, the profile can print and email field trips.
Outside Field Trip Request: Edit Fieldtrips: If enabled, the profile can create and edit field trips.
Outside Field Trip Request: Negative Budgets: If enabled, the profile can use negative budget as Allocations for field trips.
Outside Field Trip Request: Allow Final Destination / Date Edit: If enabled, the profile can enter and edit the Final Destination field as well as the Date field.
Outside Field Trip Request: Cancel Approved Field Trips: If enabled, the profile can Cancel approved field trips from the Field Trip History tab.
Outside Field Trip Request: Can Edit Approved Field Trips: If enabled, the profile can make edits to an already approved field trip.
Setup: If enabled, the profile can identify Bus Drivers, Bus Driver Pools or categories, Supporting Organizations, Field Trip Destinations, transportation accounts used to accept incoming payment for approved field trips, as well as notifications.
Human Resources
Employee: If enabled, the profile can access the Employee screen in order to view employee information.
Employee: Demographic: If enabled, the profile can access the Demographic tab.
Employee: Delete Users: If enabled, the profile can click the trash icon to delete users.
Employee: Jobs (View): If enabled, the profile can access the Jobs tab in order to view fields.
Employee: Jobs (Edit): If enabled, the profile can access the Jobs tab and edit fields.
Employee: Jobs (Delete): If enabled, the profile can delete data saved on the Jobs tab, such as positions.
Employee: Job Details (View): If enabled, the profile can click the Details button to view the Pay Settings & Overview section, the Step Pay Calculation section, the Min/Max Pay section, the Allocation section, the Board section, the Misc section, and the Encumbrance -- Last Check Run section.
Employee: Job Supplements (View): If enabled, the profile can click the Supplements button to view the Supplements section.
Employee: Job Supplements (Delete): If enabled, the profile can delete job supplements.
Employee: Job Supplements Suspend (Edit): If enabled, the profile can suspend supplements.
Employee: Job Salary Slots (Delete): If enabled, the profile can delete step pay.
Employee: Job Allocations (Delete): If enabled, the profile can delete supplement allocations.
Employee: View "Modified by Name": If enabled, the profile can view the following columns: Last Modified By, Last Modified Date, and Last Modified Time in the Step Pay Calculation section.
Employee: Jobs (Can change pay type used for wage calculations): If enabled, the profile can change the Pay type for wage calculation field in Employee > Jobs > Details.
Employee: Jobs (Use Override Period Pay): If enabled, the profile can click Override Period Pay in order to override any pro-rated pay in the Step Pay Calculation section.
Employee: Deductions (View): If enabled, the profile can access and view the Deductions tab.
Employee: Deductions (Edit): If enabled, the profile can edit fields displayed on the Deductions tab.
Employee: Pay History - Runs: If enabled, the profile can access the Run History tab of the Pay History tab.
Employee: Pay History - Checks: If enabled, the profile can access the Check History tab of the Pay History tab.
Employee: Files: If enabled, the profile can access the Files tab, which displays all files uploaded on behalf of the employee and allows users to upload applicable documents.
Employee: Files (Delete): If enabled, the profile can delete any uploaded files.
Employee: Benefits: If enabled, the profile can access and view the Benefits tab, which displays any benefits, such as vision, dental, medical, etc. applied to the selected employee.
Employee: Benefit Payments: If enabled, the profile can access and view the Benefit Payments tab, which allows users to setup payments for applied Benefits.
Employee: Benefits: Can Add: If enabled, the profile can add benefits.
Employee: Benefits: Can Edit: If enabled, the profile can edit benefits.
Employee: Benefits: Can delete: If enabled, the profile can delete benefits.
Employee: Benefits: Can delete Dependents and Beneficiaries: If enabled, the profile can delete entries from the Dependents and Beneficiaries tabs.
Employee: Direct Deposit: Can View Account Number: If enabled, the profile can view Direct Deposit account numbers in the Check History report, as well as on the Check Register report in Payroll > Payroll Reports.
Add Employee: If enabled, the profile can access the Add Employee screen, which allows users to add new employees including a profile enrollment record.
Employment Agreement Maintenance: If enabled, the profile can access the Employment Agreement Maintenance screen, which allows users to create required agreements and send them directly to select employees in order to be reviewed and signed.
Employment Agreements:
Position Control: If enabled, the profile can access the Position Control screen, which allows users to look up and view positions and positions details.
Position Control: Edit Positions: If enabled, the profile can edit existing postion fields.
Position Control: Edit Job-Related Position Fields: If enabled, the profile can edit Job Fields Only including the Job Posted and Jobs fields. All other fields will be view only.
Position Control: Edit Payroll-Related Position Fields: If enabled, the profile can edit Payroll Fields Only including the following fields: Slots, Pay Type, Facility, Hrs/Day, and Workmans Comp. All other fields will be view only.
Applicant Tracking: If enabled, the profile can access and utilize the Applicant Tracking screen, which handles the hiring of employees from start to finish.
Applicant Tracking: View Job Postings: If enabled, the profile can access the Drafts, Templates, and Postings tabs in order to view job postings.
Applicant Tracking: See All Postings: If enabled, the profile can view all drafts, templates, and postings created by other users.
Applicant Tracking: Offer: If enabled, the profile can offer a job posting to an applicant from the Submissions/Interviews section via Applicants > View Applicant.
Applicant Tracking: Enter Slot/Salary: If enabled, the profile can enter the Step and Salary in the Submissions/Interviews section via Applicants > View Applicant.
Applicant Tracking: Terminate Positions: If enabled, the profile can select to terminate select positions from the Terminate Positions pull-down in the Submissions/Interviews section via Applicants > View Applicant.
Applicant Tracking: Insert Applicants: If enabled, the profile can add an applicant manually via Postings > Applicants.
Applicant Tracking: View Transfer Applications: If enabled, the profile can view employees' transfer applications from one position to another, as well as new employee applications via the Applicants tab or via Postings > View Posting > Applicants tab.
Applicant Tracking: View All Offers: If enabled, the profile can access the View All Offers tab, which displays all the offers made to applicants for all job postings.
Applicant Tracking: Send Back to Originator: If enabled, the profile can click "Send Back to Originator" instead of denying the job offer request via Pending Offers, Pending Offers > View > Submissions/Interviews section, Offer History > View > Submissions/Interviews section, or View All Offers > View > Submissions/Interviews section.
Applicant Tracking: Edit Approved Job Postings: If enabled, the profile can edit job postings even after they have been approved including posting dates and additional fields via Pending Job Posting Approval tab. Without this permission, users cannot edit any data once the posting is approved.
Applicant Tracking: Edit Filled Position: If enabled, the profile can select or clear the Position Filled check box via Drafts > Current Posting and/or Postings > View Posting > Current Posting.
Applicant Tracking: Pin Job Postings: If enabled, the profile can select the Pin Job Posting check box to display the posting at the top of the public jobs page before all other postings via Drafts tab and/or Current Posting > Posting tab.
Applicant Tracking: Edit Posting Title: If enabled, the profile can edit the title of job postings in both the Draft and Template tabs.
Time & Attendance Approval: If enabled, the profile can review and approve or deny timecard requested changes submitted by employees from the Punch In/Out Portal block or Employee Self Service > View/Edit Timecards.
Time & Attendance Approval: Can View All Positions: If enabled, the profile can view all timecard requests that have been approved or denied in the Approval History tab.
Time & Attendance Approval: Can View Outstanding Approvals: If enabled, the profile can access the Outstanding Timecard Approvals tab, which shows a list of all users that have outstanding approvals and how many hours and timecards they have outstanding.
Time & Attendance Approval: View All Requests: If enabled, the profile can click View All Users in order to view all Time and Attendance Approvals regardless of which employee created them and regardless of accounting strip permissions.
Mass Add Log Records: If enabled, the profile can add log records for one employee at a time from the By User tab.
Mass Add Log Records: Mass Add Log Records: If enabled, the profile can add log records for multiple employees at a time using the By Group tab.
Position Control Changes: If enabled, the profile can request position changes.
Position Control Changes: Can View All Requests: If enabled, the profile can click View All Users in order to view all requests drafted and submitted by all users.
Position Control Changes: Can Edit Requests: If enabled, the profile can create and edit requests.
Position Control Changes: Can Edit Allocation: If enabled, the profile can edit the allocation fields including Percent, Fund, Function, etc.
Professional Development: If enabled, the profile can access the Professional Development screen, which helps users plan, manage, and track professional development components, activities, and rosters.
View ESS: If enabled, the profile can review Employee Self Service from the perspective of select employees, which includes Employee Requests, Leave History, etc.
View ESS: Employee Requests: If enabled, the profile can view Employee Requests for the selected employee(s) from the corresponding tab.
View ESS: Leave History: If enabled, the profile can view Leave History for the selected employee(s) from the corresponding tab.
View ESS: View Paystubs and Pay History: If enabled, the profile can view View Paystubs and Pay History for the selected employee(s) from the corresponding tab.
View ESS: Print Tax Forms: If enabled, the profile can view and print tax forms for the selected employee(s) from the Print Tax Forms tab.
View ESS: Employment Agreements: If enabled, the profile can view Employment Agreements for the selected employee(s) from the corresponding tab.
View ESS: Stipends: If enabled, the profile can view Stipends for the selected employee(s) from the corresponding tab.
View ESS: Files: If enabled, the profile can view Files for the selected employee(s) from the corresponding tab.
Employee Action Form: If enabled, the profile can request changes to an employee.
Employee Action Form: Edit Requests: If enabled, the profile can create and edit requests.
Employee Action Form: View all Requests: If enabled, the profile can select the View all users check box in order to view all users and requests.
Employee Action Form: Add a Position: If enabled, the profile can select Add a Position from the Type pull-down in order to create an add a position request.
Employee Action Form: Edit Job Group for Add a Position: If enabled, the profile can edit or select the Job Group field upon requesting a new position.
Employee Action Form: Override Allocation(s) to Add a Position: If enabled, the profile can click Override to populate Override Allocation(s) and make edits upon requesting a new position.
Employee Action Form: Change a Position: If enabled, the profile can select Change a Position from the Type pull-down in order to request changes to a position.
Employee Action Form: Edit Job Group for Change a Position: If enabled, the profile can edit or select the Job Group field upon requesting a change to a position.
Employee Action Form: Override Allocation(s) to Change a Position: If enabled, the profile can click Override to populate Override Allocation(s) and make edits upon requesting changes to a position.
Employee Action Form: Change Pay: If enabled, the profile can select Change Pay from the Type pull-down in order to request changes to pay.
Employee Action Form: Add Supplement: If enabled, the profile can select Add Supplement from the Type pull-down in order to add a supplement.
Employee Action Form: Edit End Date for Add Supplement: If enabled, the profile can edit or enter the End Date upon requesting to add a supplement.
Employee Action Form: Change Supplement: If enabled, the profile can select Change Supplement from the Type pull-down in order to request changes to a supplement.
Employee Action Form: Remove Supplement: If enabled, the profile can select Remove Supplement from the Type pull-down in order to request that a supplement be removed.
Employee Action Form: Terminate Position: If enabled, the profile can select Terminate Position from the Type pull-down in order to request that a position be terminated.
Employee Action Form: Change Allocation: If enabled, the profile can select Change Allocation from the Type pull-down in order to request changes to an allocation.
Employee Action Form: Hire Existing User: If enabled, the profile can select Hire Existing User from the Type pull-down in order to request that an existing user be hired for a position.
Employee Action Form: Update EAF Title: If enabled, the profile can edit the title of the employee action form.
Employee Action Form: Override Position Control Allocations: If enabled, the profile can approve employee action forms that override the number of positions available, which will allow users to post positions in Applicant Tacking regardless of the number of position available.
Online Applications: If enabled, the profile can access the Online Applications screen, which is used to view the status of form completion for online applications.
Online Applications: View Unprocessed Applications: If enabled, the profile can view online applications submitted by potential employees that have not yet been approved or denied by an administrator from the Unprocessed tab.
Online Applications: View Unsubmitted Applications: If enabled, the profile can view online applications that have been started but have not yet been submitted from the Unsubmitted tab.
Online Applications: View Processed Applications: If enabled, the profile can view online applications that have already been processed by an administrator from the Processed tab.
Online Applications: View/Leave Comments on Unprocessed Applications: If enabled, the profile can view unprocessed applications and leave Application Comments.
Online Applications: View/Leave Comments on Unsubmitted Applications: If enabled, the profile can view unsubmitted applications and leave Application Comments.
Online Applications: View/Leave Comments on Processed Applications: If enabled, the profile can view processed applications and leave Application Comments.
Online Applications: Approve/Deny Unprocessed Applications: If enabled, the profile can approve and deny Unprocessed applications from the corresponding tab.
Online Applications: Approve/Deny Unsubmitted Applications: If enabled, the profile can approve and deny Unsubmitted applications from the corresponding tab.
Online Applications: Approve/Deny Processed Applications: If enabled, the profile can approve and deny Processed applications from the corresponding tab.
Online Applications: Delete Unprocessed Applications: If enabled, the profile can click the delete button to remove online applications from the Unprocessed tab.
Online Applications: Delete Unsubmitted Applications: If enabled, the profile can click the delete button to remove online applications from the Unsubmitted tab.
Employee Breakdown: If enabled, the profile can access the Employee Breakdown screen, which displays selected data from any one or two employee fields in visual column graphs, pie charts, and lists.
Benefits: If enabled, the profile can access the Benefits screen, which allows users to create Plans, Rates, track Missing Payments, FRS Deposits, and more.
Print 1095: If enabled, the profile can access the 1095C screen, which allows users to generate 1095C forms and print the forms.
Leaves: if enabled, the profile can access the Leaves screen, which allows users to review all extended leave submitted during the selected fiscal year, make changes, add notes, add manual leave entries, and import leave entries.
Leaves: Can Review as Risk: If enabled, the profile can review leave as Risk and select the Reviewed by Risk check box in the report.
Leaves: Can Review as Payroll: If enabled, the profile can review leave as Payroll and select the Reviewed by Payroll check box in the report.
Leaves: Can Review as HR: If enabled, the profile can review leave as HR and select the Reviewed by HR check box in the report.
Leave Maintenance: If enabled, the profile can access the Leave Maintenance screen, which gives users the ability to setup all aspects related to personnel leave.
Leave Maintenance: Manual Leave: If enabled, the profile can access the Manual Leave tab, which allows users to make Adjustments and review a report of Executive Leave, which displays pending leave to be reviewed, selected, and processed.
Leave History: If enabled, the profile can access the Leave History screen, which allows you to review employees' leave balance, earned leave, pending leave, adjusted leave, owed leave, unapproved leave, and a history of leave previously taken.
Leave Invoicing: If enabled, the profile can access the Leaving Invoicing screen, which allows users to reconcile substitute billing between the district and a 3rd party substitute billing company, such as PESG.
Staff Report: If enabled, the profile can access the Staff Report, which allows users to generate a report in order to review positions, position information, salary information, earnings history, and more.
Staff Report: Include Salary Information: If enabled, the profile can select the Include Salary Amounts check box to display the applicable salary for all positions, such as Contract Annualized Earnings, Contract Daily Pay, Contract Days, Contract Hourly Rate, and Contract Wages.
Recommendations: If enabled, the profile can access the Recommendations report and the Recommendations pop-up window in Employee > Jobs.
Recommendations: Certification Info: If enabled, the profile can view the Certification Info column in the report.
Recommendations: Provisional: If View and Edit are enabled, the profile can view the column as well as select or deselect the Provisional check box in the report and in Employee > Jobs. If the profile has View only permission, the users can view the column and the selection made but cannot edit the check box.
Recommendations: Provisional Notes: If View and Edit are enabled, the profile can view the column as well as add Provisional Notes in the report and in Employee > Jobs. If the profile has View only permission, the users can view the column and notes made but cannot add info to or edit the field.
Recommendations: Recommendation: If View and Edit are enabled, the profile can view the column as well as select the applicable recommendation district code from the report and in Employee > Jobs; Recommendation codes are set up via Setup > District Codes > Recommendations.
Recommendations: Notes: If View and Edit are enabled, the profile can view the column as well as add Notes in the report and in Employee > Jobs. If the profile has View only permission, the users can view the column and notes made but cannot add to or edit the field.
Recommendations: School/Dept Approve: If View and Edit are enabled, the profile can view the column as well as select or deselect the School/Dept Approve check box in the report and in Employee > Jobs. If the profile has View only permission, the users can view the column and selection made but cannot edit the check box.
Recommendations: HR Approve: If View and Edit are enabled, the profile can view the column as well as select or deselect the HR Approve check box in the report and in Employee > Jobs. If the profile has View only permission, the users can view the column and selection made but cannot edit the check box.
Recommendations: HR Notes: If View and Edit are enabled, the profile can view the column as well as add HR Notes in the report and in Employee > Jobs. If the profile has View only permission, the users can view the column and notes made but cannot add or edit the field.
Recommendations: Vacant: If View and Editare enabled, the profile can view the column as well as select or deselect the Vacant check box in the report and in Employee > Jobs. If the profile has View only permission, the users can view the column and selection made but cannot edit the check box.
Recommendations: Generate Letters: If View and Edit, the profile can click Generate in order to generate letters for the selected employee based on the Agreement Template assigned to the employee based on the code assigned from the Recommendation pull-down in the report and in Employee > Jobs. If the profile has View only permission, users cannot click Generate in order to generate letters.
Supplement Report: If enabled, the profile can access the Supplement Report, which displays employees with supplements including position information, salary information, earnings history, and more.
Employee Change Report: If enabled, the profile can access the Employee Change Report, which provides detailed information on changes made via Human Resources > Employee > Jobs tab.
Position Allocation Report: If enabled, the profile can access the Position Allocation Report, which allows users to revert allocation values to their default values as assigned in Position Control.
Leave Report: If enabled, the profile can view the Leave Report.
Leave Report: Leave History: If enabled, the profile can view the Leave History tab of the Leave Report.
Leave Report: Leave Bank: If enabled, the profile can view the Leave Bank tab of the Leave Report.
Leave Report: Allowed to cap leave: If enabled, the profile can cap leave.
Leave Report: Can view leave history: If enabled, the profile can view leave history.
Leave Report: Can Audit Manual Leave Adjustments: If enabled, the profile can run a manual leave adjustment report documented via Leave Maintenance > Manual Leave > Adjustment tab.
Board Packet: If enabled, the profile can access the Board packet, which allows users to print a board packet that includes employee data, such as changes in employment for review.
Fingerprints: If enabled, the profile can access the Fingerprints screen, which allows users to review a report of employees whose fingerprint records are expiring.
Print Employee Information: If enabled, the profile can access the Print Employee Information screen, which allows users to select the information they want to print as it pertains to the select(ed) employee(s).
Advanced Report: If enabled, the profile can access the Advanced Report, which allows users to compile, view, and track specific employee data.
Print Avery Labels: If enabled, the profile can access the Print Avery Labels screen, which allows users to print Avery mailing labels, shipping labels, and file folder labels.
Job Posting Setup: If enabled, the profile can establish required categories for potential employees to complete as part of the job posting, such as job descriptions, responsibilities, experience, etc.
Employee Fields: If enabled, the profile can access the Employee Fields screen, which is used to set up the categories and employee fields that display in the employee's record via Human Resources > Employee.
Time & Attendance Setup: If enabled, the profile can access the Time & Attendance Setup screen, which allows users to set and enable the applicable settings, create schedules, and special requests in order to track and monitor when employees begin and end a work day.
Payroll
Run Payroll: If enabled, the profile can access the Run Payroll screen.
Run Payroll: Unpost Run: If enabled, profile users can click Unpost Payroll after the payroll has been run in order to cancel the payroll run on the Checks tab.
Payroll Tabs: Templates: If enabled, the profile can access the Templates tab, which allows users to create payroll run templates, which can be selected upon created payroll runs via the Runs tab to quickly pull in data, such as established Pay Types, Tax Table Frequency, and more.
Payroll Tabs: Runs: If enabled, the profile can access the Runs tab, which allows users to create payroll runs by establishing the Check Date, Journal Date, establish Pay Codes, which includes Pay Period, and more.
Payroll Tabs: Timecards: If enabled, the profile can access the Timecards tab, which allows users to enter time worked for hourly employees.
Payroll Tabs: Daily Paid By Schedule: If enabled, the profile can access the Daily Paid By Schedule tab, which allows users to efficiently manage and process payroll based on a daily payment schedule, track employee hours worked, calculate earnings, and ensure accuracy in wage records.
Payroll Tabs: Overtime: If enabled, the profile can access the Overtime tab, which allows users to enter overtime worked by employees to be paid in the payroll run.
Payroll Tabs: Leave: If enabled, the profile can access the Leave tab, which allows users to enter leave approved for employees to be factored into the payroll run. For information about leave setup, see Human Resources > Leave Maintenance.
Payroll Tabs: Subs: If enabled, the profile can access the Subs tab, which allows users to enter substitutes' time for payroll run. For information about leave setup, see Human Resources > Leave Maintenance.
Payroll Tabs: Misc Pay: If enabled, the profile can access the Misc Pay tab, which allows users to enter miscellaneous pay, such as leave pay outs, money granted for supplies, etc. Misc Pay entails any kind of payment made to employees outside of their contract.
Payroll Tabs: Adjustments: If enabled, the profile can access the Adjustments tab, which allows users to apply adjustments to a payroll run, such as docking pay that should not have been paid out or vice versa, and more.
Payroll Tabs: New Hires: If enabled, the profile can access the New Hires tab, which allows users to review newly hired employees who missed payroll due to late paperwork, etc., who should have been paid during the last payroll run.
Payroll Tabs: Terminations: If enabled, the profile can access the Terminations tab, which allows users to view all employees who were terminated during the selected payroll run.
Payroll Tabs: Wage Change Retro: If enabled, the profile can access the Wage Change Retro tab, which displays retroactive pay calculations based on changes in employees' contract pay (pay rate) via Human Resources > Employee > Jobs tab.
Payroll Tabs: Supplement Retro: If enabled, the profile has access to the Retro Supplements tab, which allows users to process retro pay for select supplements, as needed.
Payroll Tabs: Wage Recovery: If enabled, the profile can access the Wage Recovery tab, which allows users to process dockage that should have taken place in previous payroll runs. The Wage Recovery tab also allows users to address any other overpayments.
Payroll Tabs: Reimbursements: If enabled, the profile can access the Reimbursements tab, which allows users to review and generate reimbursements, such as travel reimbursements.
Payroll Tabs: Checks: If enabled, the profile can access the Checks tab, which users to calculate payroll and post payroll; i.e., generate checks.
Payroll Tabs: Reports: If enabled, the profile can access the Reports tab, which allows users to generate payroll reports, which can be tailored to suit the users' needs and include Staff data, Earnings data, Deductions, Leave, and more.
Print Checks: If enabled, the profile can access the Print Checks screen, which displays details of check runs once payroll has been posted where users can view and print checks as well as void checks when needed. ACH files can be viewed and files downloaded.
School/Department Payroll Entry: If enabled, the profile can access the School/Department Payroll Entry screen.
School/Department Payroll Entry: Timecard: If enabled, the profile can access the Timecard tab, which allows users to enter time worked for hourly employees as well as view timecard History.
School/Department Payroll Entry: Overtime: If enabled, the profile can access the Overtime tab, which allows users to enter overtime worked by employees to be assigned to a payroll run and paid and view overtime History.
School/Department Payroll Entry: Leave: If enabled, the profile can access the Leave tab, which allows users to enter leave approved for employees to be factored into an assigned payroll run as well as view leave History and enter substitutes' time for payroll via the Substitute tab.
School/Department Payroll Entry: Misc Pay: If enabled, the profile can access the Misc Pay tab, which allows users to enter miscellaneous pay, such as leave pay outs, money granted for supplies, etc., as well as view misc pay History.
School/Department Payroll Entry: Assign Run: If enabled, the profile can access the Assign Run tab, which allows users to assign payroll entries made on each tab, such as timecard, overtime, etc. to a payroll run via Payroll > Run Payroll where payment will be carried out.
School/Department Payroll Entry: Assign Time & Attendance: If enabled, the profile can access the Assign Time & Attendance tab, which allows users to review Time & Attendance records and select specific records that should be assigned to a payroll run in order to be paid out via Payroll > Run Payroll, as well as return specific records to approvers, and view generated payroll records.
School/Department Payroll Entry: Permissions: If enabled, the profile can access the Permissions tab, which allows users to assign employees/users to override accounting strip permissions established via Setup > Accounting Strips for select facilities.
School/Department Payroll Entry: Include inactive employees: This permission is linked to the "School/Dep PR Entry inactive threshold (days)" setting enabled via Setup > Settings > Payroll tab > Payroll Entry section. If enabled, the profile can view inactive employees for the number of days specified at the setting level in the All Staff Members pull-down.
School/Department Payroll Entry: Edit Sub Allocation History: If enabled, the profile can click "Manual Sub Allocation" while viewing Leave > History in order to edit the substitute costs. These allocations are used when your district processes a Leave Invoice from the vendor.
School/Department Payroll Entry: View All Department Entries: If enabled, the profile can view all pending records for Timecard, Overtime, Leave, and Misc Pay throughout School/Department Payroll Entry.
Check Voids and Reallocations: If enabled, the profile can access the Check Void and Reallocations screen, which allows users to review check history and void checks, as needed, as well as reallocate funds, review reallocations results, and reverse reallocations.
Pay History: If enabled, the profile can access the Pay History screen, which allows users to review a complete history of pay and review and print pay stubs.
Employee Wages: If enabled, the profile can access the Employee Wages screen, which displays wage summaries for employees, allows users to recalculate employee wages, recalculate supplements, update encumbrances, examine encumbrances, increment steps, change pay, and more.
Transfer Job Balances: If enabled, the profile can access the Transfer Job Balances screen, which allows users to transfer an employee's terminated job contract balance to another position/contract as long as it is a salary job and the job record is set to Primary = YES for the new job.
Maintenance By Fiscal Year: If enabled, the profile can access the Maintenance By Fiscal Year screen, which enables users in setting up various payroll tools such as Holidays, Calendars, Pay Types, and more. The Maintenance By Fiscal Year screen also provides a place to create Pay Schedules and Job Codes.
Maintenance By Calendar Year: If enabled, the profile can access the Maintenance By Calendar Year screen, which enables users to create Tax Tables and Retirement Deferral Limits.
Deduction: If enabled, the profile can access the Deduction screen, which is used to set up the valid deduction and contribution codes that can be assigned to employees for payroll purposes. Examples are federal taxes, social security, medicare, health insurance, etc.
Rollover: If enabled, the profile can access the Rollover screen, which allows users to roll Payroll and Human Resources information from the current year into the next year while updating applicable data.
Retirement Adjustments: If enabled, the profile can access the Retirement Adjustments screen, which allows users to add manual adjustments to retirement records including Employee, Type and/or Plan, Salary, Hours, Contributions/Deductions, the Adjustment month, and more.
Slot Change With Retro: If enabled, the profile can access the Slot Change With Retro screen, which allows users to execute changes in pay and manage retroactive adjustments.
Change Step Employees to Min/Max: If enabled, the profile can access the Change Step Employees to Min/Max screen, which allows users to quickly switch step employees to min/max by selection of Slots and Pay Types, then the selection of Employees.
W2 Reporting: If enabled, the profile can access the W2 Reporting screen, which allows users to create paper copies of the W2s which can be printed to a local printer or downloaded as a .pdf and/or an electronic copy for uploading to the Social Security Administration (ssa.gov) site.
Verification Reports: If enabled, the profile can access Verification Reports, which allows users to identify errors in data for correction and to view good data that is ready to be sent out for surveying.
Payroll Reports: If enabled, the profile can access Payroll Reports, which allows users to run various reports that pertain to payroll.
Payroll Reports: Time Exceptions Edit: If enabled, the profile can run the Time Exceptions Edit report, which displays a total of the timecard and overtime hours worked by an employee.
Payroll Reports: Adjustments Edit: If enabled, the profile can run the Adjustments Edit report, which displays a list of payroll adjustments that were done by an employee as well as adjustment batches generated via Payroll > Run Payroll > Adjustments tab.
Payroll Reports: Substitute Pay Edit: If enabled, the profile can run the Substitute Pay Edit report, which displays a list of substitutes, their hours, and the employees for whom they substituted.
Payroll Reports: Other Compensation Edit: If enabled, the profile can run the Misc Pay report, which displays a list of additional payments made to the employee, which are outside of his/her contract.
Payroll Reports: Reimbursements: If enabled, the profile can run the Reimbursements report, which displays reimbursements issued per payroll run for each employee along with reimbursement information, such as the reimbursement code.
Payroll Reports: Calculation Control: If enabled, the profile can run the Calculation Control report, which generates three separate reports. The first report displays a list of the total deductions and contributions that were taken for a given run; it also includes the fiscal year and the calendar year totals. The second report displays the total gross, FICA, Medicare, taxable, retirement, insurance, and net wages, along with the fiscal year and calendar year totals. The final report displays a list of error and warning messages for a given run. This report is commonly used by the payroll department to estimate grand totals and to ensure the payroll is in balance.
Payroll Reports: Proof Register: If enabled, the profile can run the Proof Register report, which displays a list of earnings broken down by earnings type (salary, overtime, misc. pay, dockage, etc.).
Payroll Reports: Gross To Net: If enabled, the profile can run the Gross To Net report, which displays a list of the employees' gross earnings, net earnings, and individual deductions that were taken from the gross to calculate the net amount.
Payroll Reports: Check Register: If enabled, the profile can run the Check Register report, which displays a list of earnings broken down by earnings type (salary, overtime, misc. pay, dockage, etc.).
Payroll Reports: Deduction/Contribution Register: If enabled, the profile can run the Deduction/Contribution Register report, which displays the deduction/contributions that were processed in selected runs.
Payroll Reports: Leave Time Exceptions: If enabled, the profile can run the Leave Time Exceptions report, which shows the leave taken in each run.
Payroll Reports: Invoice Generation For Deductions: If enabled, the profile can run the Invoice Generation For Deductions Report, which displays the invoiced, uninvoiced (remaining), and total deduction amounts, as well as the totals.
Payroll Reports: Salaries And Benefits: If enabled, the profile can run the Salaries And Benefits report, which displays salaries and benefits broken down by account then employee, as well as by fund total and project total.
Payroll Reports: Encumbrances: If enabled, the profile can run the Encumbrance report, which displays the remaining salary and benefit costs for the year that has been encumbered.
Payroll Reports: Run Differences: If enabled, the profile can run the Run Differences report, which allows users to compare wages, deductions, and contribution amounts between two different pay runs. The selected runs can exist within the same or different fiscal years.
Payroll Reports: Payroll Reallocations: If enabled, the profile can run the Payroll Reallocations report, which displays the results of employee pay being reallocated to different accounts (via Check Voids and Reallocations) for balancing and auditing purposes.
Payroll Reports: Net Pay By Fund: If enabled, the profile can run the Net Pay By Fund report, which includes Fund, Gross pay, pay cycles, Due Now, Due EOM, Net pay, and Total Cost.
Payroll Reports: Salaried Employees: If enabled, the profile can run the Salaried Employees report, which lists all active salaried employees by pay type per run.
Payroll Reports: Payroll Site Employee Verification Report: If enabled, the profile can run the Payroll Site Employee Verification Report, which lists all active hourly employees as well as salaried employees by pay type per run.
Payroll Reports: Voided Check Gross Totals: If enabled, the profile can run the Voided Check Gross Totals Report, which lists the gross and net totals of voided checks by pay run.
Payroll Reports: Daily Pay By Schedule: If enabled, the profile can run the Daily Pay By Schedule report, which allows the district to ensure accuracy in payroll processing by confirming that employees are compensated for the correct days worked or scheduled according to their assigned schedules.
Payroll Costing Export: If enabled, the profile can access the Payroll Costing Export screen, which exports payroll information in a format that can be easily imported to the Department of Educations (DOE) costing report software.
HSA Deduction/Contribution Export: If enabled, the profile can access the HSA Deduction/Contribution Export screen allows users to export a file of deductions and/or contributions made to a Health Savings Account (HSA) during a select check date or payroll run.
Time Distribution Certificate: If enabled, the profile can access the Time Distribution Certificate report, which displays paychecks for any employee where a portion (or all) of their earnings is paid by Federal Funds and meets the selected filters.
Work Orders
Work Order Requests: If enabled, the profile can access the Work Order Requests screen, which allows users to input requests for work needed which can be linked to a Fixed Assets, pull in products from the Warehouse, and more.
Work Order Requests: View All Users' Requests: If enabled, the profile can click View All Users to view requests submitted by all users.
Work Order Requests: Edit Requests: If enabled, the profile can create and edit work order requests.
Work Order Requests: Allow Negative Budgets: If enabled, the profile can create work order requests that cause the new balance to be negative.
Work Order Requests: Cancel Approved Requests: If enabled, the profile can cancel requests from the Request History tab even after they have been approved.
Work Order Requests: Print Worksheet: If enabled, the profile can click Print Worksheet in order to print the work order.
Work Order Requests: Enter Work Details: If enabled, the profile can click Enter Work Details in order to add replacement costs, log additional costs, and add comments.
Work Order Requests: Complete Work Order: If enabled, the profile can click Complete in order to update the work order as completed once the pick list has been assigned and completed.
Pick Lists: If enabled, the profile can access the Pick Lists screen, which allows users to create pick lists for workers to be completed based on route, print worksheets, enter work details, and more. Note: The ability to create pick lists is based on the Manage Pick Lists permission below.
Pick Lists: Manage Pick Lists: If enabled, the profile can create new pick lists and manage existing pick lists.
General: If enabled, the profile can access the General screen, which allows users to input settings for Work Orders, which enables users to input requests for work needed. The General setup screen includes the set up of Request Types, Issue Types, Priority Levels, Routes, and Products.
Warehouse
Catalog: If enabled, the profile can access the Catalog screen to view Warehouse items.
Catalog: Manage Catalog: If enabled, the profile can access the New Item tab in order to create new warehouse items. Users with this permission can also edit existing items.
Pick List: If enabled, the profile can access the Pick List screen and view existing pick lists.
Pick List: Manage Pick Lists: If enabled, the profile can create, view, edit, and complete pick lists.
Pick Items: If enabled, the profile can access the Pick Items screen, which enables users to scroll backward and forward through the items of an order, scan barcodes, and pick items.
Pick Items: Assign Picker: If enabled, the profile can use and edit the Picker pull-down located on the Pickers tab of the Pick List screen in order to assign a picker to specific unpicked warehouse purchase orders.
Returns: If enabled, the profile can access the Returns screen, which allows users to create return requests for items that were ordered, but are no longer needed and should be returned to the Warehouse.
Returns: Override Returns: If enabled, the profile can initiate a return for any purchase order. Without this permission, users can only initiate returns for orders they created.
Manage Routes: If enabled, the profile can access the Manage Routes screen, which allows for the creation and customization of delivery routes.
Courier Requests: If enabled, the profile can access Courier Requests, which allows users to create warehouse orders to and from the warehouse to facilities within the district, as well as transfers of inventory from one facility to another.
Inventory Sheet: If enabled, the profile can access the Inventory Sheet, which is great for tracking inventory and creating inventory adjustments based on numbers in the system versus the true number of items in the warehouse.
Inventory Adjustments: If enabled, the profile can access Inventory Adjustments, which allows for the addition or removal of inventory from the Warehouse.
Maintenance Request: If enabled, the profile can access the Maintenance Request screen, which allows users to create new and existing work orders for items inventoried by the Warehouse.
Maintenance Request: View All Requests: If enabled, the profile can click View All Users in order to view requests made by all users.
Custodial Request: If enabled, the profile can access the Custodial Request screen, which allows users to create new and existing custodial work orders for items inventoried in the Warehouse.
PetroVend Import: If enabled, the profile can access the PetroVend Import screen, which allows users to import CSV files containing data as it pertains to used fuel cards set up via Setup > Bank Accounts > Fuel Cards in order to create manual journals.
FuelMaster Import: If enabled, the profile can access the FuelMaster Import screen, which allows users to import CSV files containing data as it pertains to used fuel cards set up via Setup > Bank Accounts > Fuel Cards in order to create manual journals.
Confirm Delivery: If enabled, the profile can access the Confirm Delivery screen, which allows users to confirm their deliveries using the assigned Barcode, their name, and signature.
Transaction Report: If enabled, the profile can access the Transaction Report, which is generated by selecting a specific item from the Catalog Report in order to provide a larger picture of warehouse inventory activity.
Catalog Report: If enabled, the profile can access the Catalog Report, which shows all available items in the warehouse along with ordering information.
General: If enabled, the profile can access the General screen, which contains several tabs that allow users to set up the Warehouse including: Pools, Types, UOM (Unit of Measure), Adjustment Types, Technicians, and Miscellaneous.
Internal General: If enabled, the profile can access the Internal General screen, which contains additional and complimentary tabs to the General screen that allows users to set up the Warehouse including: Types, Adjustment Types, Technicians, and Miscellaneous.
Setup
Settings: If enabled, the profile can access the Settings screen, which is used to configure settings throughout the Enterprise Resource Planning system.
Settings: Fiscal Years: If enabled, the profile can access the Fiscal Years tab in order to add, edit, delete, and close fiscal years used throughout the ERP.
Settings: District Fiscal Months: If enabled, the profile can access the District Fiscal Months tab in order to add, edit, and delete fiscal months used throughout the ERP.
Settings: Close District Fiscal Months: If enabled, the profile can close district fiscal months.
Settings: Reopen District Fiscal Months: If enabled, the profile can re-open district fiscal months.
Settings: Override District Fiscal Months: If enabled, the profile can override district fiscal months.
Settings: Internal Fiscal Months: If enabled, the profile can access the Internal Fiscal Months tab in order to add, edit, and delete internal fiscal months used throughout the ERP.
Settings: Close Internal Fiscal Months: If enabled, the profile can close internal fiscal months.
Settings: Reopen Internal Fiscal Months: If enabled, the profile can re-open internal fiscal months.
Settings: Override Internal Fiscal Months: If enabled, the profile can override internal fiscal months.
Settings: Setup Accounts: If enabled, the profile can add and edit accounts, which are containers used to track assets and liabilities.
Settings: Elements Categories: If enabled, the profile can access the Element Categories tab, which is used to define the accounting strip structure for Expense, Revenue, and Internal accounts, as well as specify whether the category is Budgeted.
Settings: Elements: If enabled, the profile can access the Elements tab, which is used to create or modify accounting strip elements, such as a new project or facility.
Settings: Board Packet: If enabled, the profile can configure how financial activity is summarized and grouped on the Board Packet Report (Budgeting/General Ledger > Board Packet Report).
Settings: Trial Balance: If enabled, the profile can subscribe users to Trial Balance changes (Budgeting/General Ledger > Trial Balance).
Settings: Accounting Strips: If enabled, the profile can access the Accounting Strips tab, which is used to lookup any existing accounting strips and add new accounting strips (as needed).
Settings: OSPI Matrix: If enabled, the profile can access the OSPI Matrix tab, which restricts incorrect account string structure based on OSPI requirement.
Settings: Facilities: If enabled, the profile can add and edit Facilities including facility location information, accounting strip Facility Element, and Warehouse designation.
Settings: Objects: If enabled, the profile can access the Objects tab, which allows users to setup 1099-Eligible object codes and designate from where they should be pulled when generating 1099s.
Settings: Miscellaneous: If enabled, the profile can access the Miscellaneous tab, which is used to define debit and credit accounts that will be used to generate journal records for listed transactions, as well as set up other miscellaneous functions, such as the Category Map, and Point of Sale settings.
Settings: Accounts Payable: If enabled, the profile can access the Accounts Payable tab, which is used to define miscellaneous purchasing settings, purchase order and request release settings, purchase order numbering, purchase order subtypes, terms and conditions, buyers, and maximum invoice variances.
Settings: Accounts Receivable: If enabled, the profile can access the Accounts Receivable tab, which is used to define funding source, point of sale, cashout, customer credit, receipt, invoice, credit card, and merchant account settings.
Settings: Payroll: If enabled, the profile can access the Payrol tab, which is used to define Reporting Information, General Settings, Portal Alerts, Contribution/Deduction Account Selection Filters, Outside Contacts, and Affordable Care settings.
Settings: Fixed Assets: If enabled, the profile can access the Fixed Assets tab, which is used to define settings that pertain to the Fixed Assets module, such as the fund, the default disposition code, defaults depreciation allocations, etc.
Settings: Manual Journals: If enabled, the profile can access the Manual Journals tab, which is used to set default actions for specified debit and credit accounts when using a selected source.
Settings: Internal Accounts: If enabled, the profile can access the Internal Accounts tab, which is used to set the IA fund, debit and credit accounts for receipts, invoices, and more.
Settings: Signatures: If enabled, the profile can access the Signatures tab, which is used to set up user signatures that can be automatically printed on requests, checks, the board packet, and more, once established.
Settings: 1098-T: If enabled, the profile can access the 1098-T tab, which is used to set data required to Print 1098-T's and run the 1098-T Report.
Settings: Employee Files: If enabled, the profile can access the Employee Files tab, which is used to set up file groups and file folders for employees to upload documents via Employee Self Service > Files.
Settings: Integrations: If enabled, the profile can access the Integrations tab, which is used to define FTP credentials for new hire imports from the select vendor, such as Frontline. This options and uses of this tab vary from district to district.
Settings: Delete Any File: If enabled, the profile can delete any uploaded files throughout the Files section in ERP. Note: Alternatively, users can be given the individual ability to delete their files using the Files (Delete) permission via the Human Resources tab > Employee section.
Settings: File Uploader: If enabled, the profile can access the File Uploader tab, which is used to disable viewing and editing capabilities of the Files feature on select screens making users unable to edit or add files.
Settings: Employee Self Service: If enabled, the profile can access the Employee Self Service tab, which is used to customize Employee Self Service > Employee Requests and set the Open Enrollment period for benefits.
Settings: Balance Sheet: If enabled, the profile can access the Balance Sheet tab, which is used to set up the categories present in the Balance Sheet where the selected accounts are summarized.
Settings: Income Statement: If enabled, the profile can access the Income Statement tab, which is used to set up the income statement expenditure category, revenue and expenditure categories as well as other relavent categories in order to generate the Income Statement report.
Settings: Store Employee Agreements: If enabled, the profile can access the Store Employee Agreements pull-down via Setup > Settings > Employee Files > HR File Folders tab in order to choose a specific folder in which to store different types of onboarding agreements as it pertains to Applicant Tracking.
Element Requests: If enabled, the profile can access the Element Requests screen, which allows users to request that specific elements be created, such as new projects or objects.
Element Requests: View All Requests: If enabled, the profile can click View All Users in order to view requests made by all users.
Clauses: If enabled, the profile can access the Clauses screen, which allows users to create clauses and assign those clauses to the receipt footer, the invoice header, and/or the invoice footer, as they apply to Point of Sale.
Government Codes: If enabled, the profile can access the Government Codes screen, which allows users to set up various government codes used throughout Focus mainly pertaining to Human Resources, such as EEO (Equal Employment Opportunity) codes, Contract Status types, termination and leave of absence codes (Separation Reason), Uniform Premiums, Workmans Compensation groups, Misc Rates for Poverty Amount and ACA percentage, and State Job Codes.
Texas Codes: If enabled, the profile can access the Texas Codes screen, which allows users to review and set up Texas State Reporting Codes that are used throughout Focus for Services, Job Categories, Contribution Rates, Salary Schedules, and Job Codes. The codes displayed on this screen are normally imported into the system; however, codes can be reviewed, edited, or manually added, as needed.
Florida Codes: If enabled, the profile can access the Florida Codes screen, which allows users to review and set up Florida State Reporting Codes that are used throughout Focus for Additional Compensation, Salary Scheduling, Funding, Salary Adjustments, and Benefits.
District Codes: If enabled, the profile can access the District Codes screen.
District Codes: Adjustments: If enabled, the profile users can access the Adjustments tab, which allows users to add payroll adjustment codes via Payroll > Run Payroll > Adjustments tab.
District Codes: A/P Cycles: If enabled, the profile can access the A/P Cycles tab, which allows users to define the valid A/P cycles that can be tied to a benefit code. These cycles tell the system when specific benefits should be pulled for payment.
District Codes: Bargaining Units: If enabled, the profile can access the Bargaining Units tab which are a part of allocations used in the setup of Position Control.
District Codes: Cal Day Type: If enabled, the profile can access the Cal Day Type tab, which allows users to add locally defined day types that are used in the definition of district calendars.
District Codes: College: If enabled, the profile can access the College tab, which allows users to define valid college codes for the system, so it can be used on the "Education" tab via Human Resources >Employee.
District Codes: Degrees: If enabled, the profile can access the Degrees tab, which allows users to set up educational degree codes, such as High School Diploma, Child Development Associate (CDA), etc.
District Codes: Deduction Classes: If enabled, the profile can access the Deduction Classes tab, which allows users to set up the employee and employer deductions/contributions framework
District Codes: Deduction Processing: If enabled, the profile can access the Deduction Processing tab, which are tied to Benefit Codes when they are set up. The Deduction Processing types added here determine how the system handles specific calculations; for example, Retirement benefits tied to the "Retirement" type will be calculated based on retirement wages.
District Codes: Experience Types: If enabled, the profile can access the Experience Types tab, which allows users to define the type of experience years to be tracked in the system.This is a state reporting field and the code correlates to the DOE codes.
District Codes: Major: If enabled, the profile can access the Major tab, which allows users to define valid college major codes for the system, so it can be used on the "Education" tab via Human Resources > Employee.
District Codes: Misc Code: If enabled, the profile can access the Misc Codes tab, which allows users to set up miscellaneous codes for additional payments for employees outside of their contracts set via Payroll > Run Payroll >Misc. Pay tab.
District Codes: Payroll Groups: If enabled, the profile can access the Payroll Groups tab, which allows users to add payroll groups, which are used to group pay types together to assist in building payroll runs more quickly.
District Codes: Reimbursement: If enabled, the profile can access the Reimbursement tab, which allows users to add reimbursement codes which are used to define and categorize the type of reimbursements tracked in the district.
District Codes: Retirement: If enabled, the profile can access the Retirement tab, which allows users to add and edit retirement plan codes that define the plan to which benefits are tied.Retirement codes are state defined which need to match the codes for state reporting.
District Codes: Decision Packages: If enabled, the profile can access the Decision Packages tab, which allows users to add/edit state reporting codes used in Position Control.
District Codes: Duty Codes: If enabled, the profile can access the Duty Codes tab, which allows users to add/edit state reporting codes used in Position Control.
District Codes: Sub Programs: If enabled, the profile can access the Sub Programs tab, which allows users to add/edit state reporting codes used in Position Control.
District Codes: Classifications: If enabled, the profile can access the Classifications tab, which allows users to add/edit state reporting codes used in Position Control.
District Codes: Recommendations: If enabled, the profile can access the Recommendations tab, which allows users to add and edit recommendation district codes used to assign a recommendation status for each employee listed in the Recommendations report.
Bank Accounts: If enabled, the profile can access the Bank Accounts screen.
Bank Accounts: Manage Bank Accounts: If enabled, the profile can access the Bank Accounts tab in order to set up bank accounts, as well as view, edit, and delete bank accounts.
Bank Accounts: Manage P-Cards: If enabled, the profile users can set up and edit p-cards from the corresponding tab. If the profile has this permission only and doesn't have permission to Manage Internal P-Cards, the IA column is concealed, and new entries default to null in the IA column. Any attempt to alter this column through unauthorized methods will result in an error. For users with permissions to edit both Manage P-Cards and Manage Internal P-Cards, the IA column operates normally without any special restrictions.
Bank Accounts: Manage Internal P-Cards: If enabled, the profile users will have the ability to access p-cards flagged for internal accounts from the P Cards tab. If the profile has this permission only and doesn't have permission to Manage P-Cards, the IA column is hidden, and any new p-card entries automatically default to '1' in the IA column. Trying to tamper with this column in an unauthorized way triggers an error. For users with permissions to edit both Manage P-Cards and Manage Internal P-Cards, the IA column operates normally without any special restrictions.
Bank Accounts: Manage P-Card Statement Cycle: If enabled, the profile users will have access to the PCard Statement Cycle tab, which allows users to view, add, edit, and delete purchasing card statement cycles.
Bank Accounts: Manage Fuel-Cards: If enabled, the profile users can access the Fuel Cards tab, which allows users to view, add, edit, and delete fuel cards.
Close Accounts: If enabled, the profile can access the Close Accounts screen in order to finalize account closures according to the fiscal year, chosen general ledgers, fund and project specifications, and designated destination accounts selected from a pull-down featuring liability general ledgers.
Commodity Codes: If enabled, the profile can access the Commodity Codes screen, which allows users to create customized commodity codes used in the Purchasing/Accounts Payable module.
Internal Accounts: If enabled, the profile can access the Internal Accounts screen, which allows schools to establish their own chart of accounts, but the elements must be established in the district element setup via Setup > Settings > Elements, which ensures all element codes and descriptions are uniform throughout the district.
Accounting Strips: If enabled, the profile can access the Accounting Strips screen, which allows users to set up users' permission to specific accounts, which can be broken down by elements and modules, such as FA (Fixed Assets) or HR/PR (Human Resources/Payroll).
Profiles: If enabled, the profile users can access the Profiles screen, which allows users to set the applicable permissions for screens and fields for the selected profiles.
Profiles: View Only Access: If enabled, the profile can view the permissions but cannot edit permissions.
Approval Flow: If enabled, the profile can access the Approval Flow screen, which serves as the platform for establishing and maintaining workflows for system functions in Focus. This includes defining Direction Nodes, Approval Groups, Individual Approvers, and Permissions for every ERP approval flow within the district.
Approval Flow: Edit Approval Flow: If enabled, the profile can determine if select profiles have the ability to move, edit, or delete approval flow nodes on the Approval Flows tab. If enabled, users will have the ability to input fields or edit fields on the Approval Permissions and the Approval Substitutes tabs. I.e. Not selecting the Edit Approval Flow check box for profiles ensures that those users will have view only permission.
Associated Users: If enabled, the profile can access the Associated Users screen, which allows users to set up linked users in order for said users to submit transactions initiated by another user/person.
User Preference: If enabled, the profile can access the User Preference screen, which allows users to set default preferences for different functions throughout Focus.
User Preference: Ability to default settings: If enabled, the profile can access the Default User Preferences tab, which allows users to set the default options for all other users.
Applicant Tracking: If enabled, the profile can access the Applicant Tracking rollover screen, which allows users to roll existing job postings from the current fiscal year to the next fiscal year via Applicant Tracking.
District Initial Account Balances: If enabled, the profile can access the District Initial Account Balances screen, which is a tool used in the final step of the end-of-year rollover process, specifically for rolling the Trial Balance from the current fiscal year into the next fiscal year.
Internal Initial Account Balances: If enabled, the profile can access the Internal Initial Account Balances screen, which is a tool used in the final step of the end-of-year rollover process, specifically for rolling the Trial Balance from the current fiscal year into the next fiscal year.
Budgets: If enabled, the profile can access the Budgets screen, which allows users to choose to roll forward a remaining balance in any budget. The amount remaining in the last or current fiscal year will factor into the planned budget amount for the next fiscal year.
Purchase Orders: If enabled, the profile can access the Purchase Orders screen, which is used for rolling and closing all open and pending POs as part of the end of year rollover process.
Internal Purchase Orders: If enabled, the profile can access the Internal Purchase Orders screen, which is used for rolling and closing all open POs as part of the end of the year rollover process.
Managed Integrations: If enabled, the profile can access the Manage Integrations screen, which is used to test, download, schedule, and send integration files for third party systems.
Managed Integrations: Edit Managed Integrations: If enabled, the profile can edit integration data. Without this permission, users can view existing integrations but cannot create or edit integrations.
Forms: If enabled, the profile can access the Forms screen, which allows users to create electronic forms that are completed by users in Focus, eliminating the need to have paper versions of the forms.
Forms: Edit Form Actions: If enabled, the profile can view and use the Actions tab in order to to designate a SQL query that will run when the form is approved or denied in SIS.
Import Tools: If enabled, the profile can access the Import Tools screen, which allows users to import data into Focus.
Import Tools: General Ledger: If enabled, the profile can access the General Ledger tab, which allows districts to import General Ledger (Expense Elements, G/L Accounts, Facilities, Budgets, Journals, and more) data into Focus.
Import Tools: Accounts Payable: If enabled, the profile can access the Accounts Payable tab, which allows districts to import Accounts Payable (Vendors, Purchase Requests, Invoices, Check Lines, Invoice ACH Info, and more) data into Focus.
Import Tools: Payroll: If enabled, the profile can access the Payroll tab, which allows districts to import Payroll (Human Resources, Jobs & Positions, History, Benefits, Professional Development, and more) data into Focus.
Import Tools: Payroll Runs: If enabled, the profile can access the Payroll Runs tab, which allows districts to import Payroll Runs (Payroll Runs (staging), Run Controls (staging), Earnings History, History Run Wages, Payroll Run Deductions (staging), and more) data into Focus.
Import Tools: Common Tools: If enabled, the profile can access the Common Tools tab, which allows districts to import Common Tables (Contact Info, Primary Addresses, Payment Addresses, and Mailing Addresses) data into Focus.
Import Tools: 3rd Party Integration: If enabled, the profile can access the 3rd Party Integration tab, which allows districts to import 3rd Party Integration (AESOP, FrontLine Position Control, FBMC, Transportation Leave, and more) data into Focus.
Import Tools: Bulk Operations: If enabled, the profile can access the Bulk Operations tab, which allows districts to import Bulk Operations (Data Migration, Bulk Payroll, and more) data into Focus.
Import Tools: Tool Setup: If enabled, the profile can access the Tool Setup tab, which provides users with a comprehensive set of fields to configure and manage import tools within the Focus system. Users can select the tool, apply transformations or mappings, input custom code if necessary.
Import Tools: Menu Setup: If enabled, the profile can access the Menu Setup tab, which provides users with a user-friendly interface for organizing and customizing the display of import tools within the Focus system menu. Users can specify menu text, adjust the order of tools, and manage tool configurations efficiently. Additionally, import and export options facilitate seamless transfer and backup of menu setups.
Import Tools: MyTime Setup: If enabled, the profile can access the MyTime Setup tab, which provides users with a comprehensive suite of tools for configuring time tracking, leave management, and payroll processing within the Focus system. From defining pay codes to setting up holiday pay rates, users can tailor the system to meet the specific needs of their organization's time and attendance policies.
Export Tools: If enabled, the profile can access the Export Tools screen, which allows users to export data for synchronization or audits.
Export Tools: General Ledger: If enabled, the profile can export data from the General Ledger (Elements and Journals) for synchronization or audits.
Export Tools: Accounts Payable: If enabled, the profile can export data from Accounts Payable (Vendors and Bank Reconciliation data) for synchronization or audits.
Uploaded Files Report: If enabled, the profile can access the Uploaded Files Report screen, which allows users to search files based on a specified criteria and generate a PDF or a Zip file of the files they want to view.
Audit Trail: If enabled, the profile can access the Audit Trail screen, which allows users to run a report in order to review an audit trail of changes throughout the system based on record type, editing user, purchase order number, and time range.
User Action Log: If enabled, the profile can access the User Action Log screen, which provides an audit trail of actions performed by users in Focus. The User Action Log can be searched by user or program.
Error Log Report: If enabled, the profile can access the Error Log Report screen, which logs all AJAX and module fatal errors or SQL errors. The Error Log Report gives users the ability to view and filter logged errors.
Check Form Setup: If enabled, the profile can access the Check Form Setup screen, which allows users to set up how checks are printed using the Accounts Payable module and Payroll module.
DOE Crosswalk: If enabled, the profile can access the DOE Crosswalk screen, which allows users to define how fields used throughout Focus should be submitted to the Department of Education (DOE).
Development
Development screens should never be used without Focus supervision.
The Development screens are intended for advanced users with a clear understanding of their implications. Proceeding with the actions on these screens will result in irreversible changes to financial data within the system. Before using these screens, ensure that you have obtained appropriate authorization and have thoroughly reviewed the consequences of your actions. It is highly recommended to create backups of all financial data before proceeding. Misuse of these screens can lead to data loss, financial discrepancies, and system instability.
Database Maintenance: If enabled, the profile can access the Database Maintenance screen, which serves as a platform for tracking issue resolution, communication, and validation processes following upgrades or maintenance activities. It facilitates collaboration between support teams and clients to ensure the seamless operation of database functionalities.
Reset Benefit deductions: If enabled, the profile can access the Reset Benefit deductions screen, which provides administrators with a tool to reset benefit deductions for employees, allowing for the correction of errors or the implementation of changes to benefit plans.
Sandbox Programming: If enabled, the profile can access the Sandbox Programming screen, which serves as a controlled environment for testing custom scripts or code snippets within the Focus School Software system. It allows administrators and developers to validate changes, fixes, or new features before deploying them to the production environment, thereby ensuring system stability and reliability.
Setup Leave Bank Balances: If enabled, the profile can access the Setup Leave Bank Balances screen, which allows users to set beginning bank balances by entering the amount to be deposited or withdrawn to select banks.
Lookup Employees Missing Primary Jobs: If enabled, the profile can access the Lookup Employee Missing Primary Jobs screen, which serves as a useful tool for administrators to identify and rectify instances where employees do not have the "Primary" designation applied to their staff job positions, ensuring accurate data management within the system.
Test leave payroll run: If enabled, the profile can access the Test leave payroll run screen, which serves as a tool for diagnosing, addressing, and testing solutions for issues related to leave payroll runs, ensuring accurate and reliable processing of employee leave balances within the system.
Unit Testing: If enabled, the profile can access the Unit Testing screen, which provides a controlled environment for analyzing, testing, and refining the logic and algorithms used to calculate unit prices during inventory transactions within the system. It aims to address challenges in data integrity and provide clarity in unit price calculations for auditing purposes.
Find and Correct Bad Data: If enabled, the profile can access the Find and Correct Bad Data screen, which serves as a vital tool for data management and quality assurance within the system. It helps users identify, correct, and prevent issues related to erroneous or inconsistent data entries, thereby enhancing the reliability and usability of the system.
Remove Duplicate Strips: If enabled, the profile can access the Remove Duplicate Strips screen, which is designed to identify and eliminate duplicate accounting strips, ensuring data accuracy and integrity.
Import Journals: If enabled, the profile can access the Import Journals screen, which includes two tabs, Import Journals (allows for the importation of journals) and Generate Journals (enables users to generate journals for various purposes, such as Purchase Orders, Invoices, etc.).
Meta Categories: If enabled, the profile can access the Meta Categories screen, which allows users to manage and configure metadata categories. Metadata categories are used to organize and classify data or content within the system based on predefined criteria or attributes.
Accounting Strip Finder: If enabled, the profile can access the Accounting Strip Finder screen, which allows users to search for specific accounting strips within the system.
Account Query: If enabled, the profile can access the Account Query screen, which provides a tool to query and extract data related to accounting strips from the system's database. When accessed, the screen displays a SQL query code that retrieves various elements of accounting strips from the gl_journals table.
Convert Site to IA: If enabled, the profile can access the Convert Site to IA screen, which allows for the conversion of a site's accounting structure from the standard format to an Internal Accounts (IA) structure.
Fixed Width Test: If enabled, the profile can access the Fixed Width Test screen, which is a tool used for testing and validating fixed-width data formats. It operates by taking test data, represented as arrays, and outputs them in a fixed-width format.
Missing Approval Records:
Update MetaOptions: If enabled, the profile can access the Update MetaOptions screen, which provides a user-friendly interface for administrators or authorized users to manage and update metadata options within the system.
Update Accounting Strip Hashes: If enabled, the profile can access the Update Accounting Strip Hashes screen, which is a tool used to address an issue related to how budget records are prioritized for accounting strips. It ensures that budget records are checked only for the parent strip ID, regardless of the strip's nature as a child or non-child strip. This prevents incorrect prioritization of budget records and resolves any issues caused by old or bad data.
Vendor Import:
Generate Sample Payroll Data:
Resolve Staff Job Duplicates:
Journal Reconciliation: If enabled, the profile can access the Journal Reconciliation screen, which allows users to reconcile journal entries based on various parameters such as source, accounts, date range, and accounting strip elements. It provides a convenient way to review and manage journal entries for accurate financial reporting and analysis.
Fix Strips:
Regenerate Journals: If enabled, the profile can access the "Regenerate Journals" screen, which facilitates the regeneration of AR journals with thorough checks on GL logic to ensure accurate financial reporting.
Regenerate AR Journals: If enabled, the profile can access the Regenerate AR Journals screen, which allows users to update or recreate Accounts Receivable journals for a specific fiscal year, ensuring that the financial records accurately reflect the accounts receivable transactions during that period.
Regenerate Form Images: If enabled, the profile can access the Regenerate Form Images screen, which generates form images for forms (gl_requests) within a certain date range; it checks the date of the forms request_date to determine if its in the valid range.
Credit Card Report: If enabled, the profile can access the Credit Card Report screen, which provides a concise summary of credit card transactions, including details such as the customer involved, transaction date, transaction amount, card type used, and approval status.
Screen Display Setup: If enabled, the profile can access the Screen Display Setup screen, which provides users with the flexibility to customize the layout, organization, and content of the user interface according to their preferences and requirements.
Reset payroll runs: If enabled, the profile can access the Reset payroll runs screen, which allows users to reset current contract year runs, as well as scheduled runs.
Show Logging: If enabled, the profile can access the Show Logging screen, which serves as a convenient tool for accessing and reviewing various log files related to different system components or processes.
Clear Payroll Run Abort: If enabled, the profile can access the Clear Payroll Run Abort screen, which provides administrators with a tool to manage and resolve issues related to aborted payroll runs by resetting or clearing them as needed.
Convert Fl payroll codes: If enabled, the profile can access the Convert FL Payroll Codes screen, which is a tool designed to facilitate the conversion of payroll codes specific to Florida's payroll processing.
PAEC Encumbered Import: If enabled, the profile allows users to access the PAEC Encumbered Import screen, which streamlines the process of importing encumbered data into the system for a specific Fiscal Year, allowing organizations to accurately track commitments and obligations against budgeted funds.
Regenerate POS Receipt Balances: If enabled, the profile can access the Regenerate POS Receipt Balances screen, which facilitates the regeneration of Point of Sale (POS) receipt balances within the system.
Outstanding Credits Import: If enabled, the profile can access the Outstanding Credits Import screen, which serves as a tool for importing or uploading data related to outstanding credits into the system.
Cashout Data At A Glance: If enabled, the profile can access the Cashout Data At A Glance screen, which serves as a centralized dashboard or tool for viewing and analyzing cashout data, providing users with valuable insights to support informed decision-making and efficient management of cash transactions.
Untangle regular hours and manual overtime: If enabled, the profile can access the Untangle Regular Hours and Manual Overtime screen, which aids users in ensuring the accuracy of employee work hours, facilitating compliance with labor laws, and maintaining integrity in payroll processing.
Dr. Invoice Flowologist Phd:
Reset Approval Flows: If enabled, the profile can access the Reset Approval Flows screen, which is a tool used to update and regenerate approval flows associated with specific requests within the system.
Release all current pcard invoices:
Fix PO Numbers: If enabled, the profile can access the Fix PO Numbers screen, which is designed to address situations where a standard request is approved but lacks an assigned purchase order number (PO#).
Update BM Detail Budgets: If enabled, the profile can access the Update BM Detail Budgets screen, which performs a task related to budget maintenance request details. The screen initiates an update process to ensure that these details are appropriately linked to parent strips rather than child strips.
IRS File Verification: If enabled, the profile can access the IRS File Verification screen, which facilitates the verification of IRS electronic file uploads, such as 1099-MISC, 1098-T, and others. It comprises an IRS Electronic File Verification section where users can upload their IRS electronic files for verification purposes.
Depreciation History Generation: If enabled, the profile can access the Depreciation History Generation screen, which automates the process of calculating and recording depreciation for assets.
Potential Journal Errors Report: If enabled, the profile can access the Potential Journal Errors Report screen, which generates a report to identify potential errors or discrepancies in financial data related to purchase orders, such as mismatches in committed, encumbered, and expended amounts.
Erase All Financial Data: If enabled, the profile can access the Erase All Financial Data screen, which provides a functionality to permanently delete or erase all financial data stored within the system. This action could have significant consequences as it removes all records related to financial transactions, including invoices, purchase orders, journal entries, budget details, and other financial documents.
Invoice Number To P/R History: If enabled, the profile can access the Invoice Number To P/R History screen, which allows users to track the history of invoices associated with purchase orders (P/O) and purchase requests (P/R).
Fix owed leave records: If enabled, the profile can access the Fix Owed Leave Records screen, which is a tool designed to address discrepancies or errors in leave records within the system. It typically identifies instances where employees are owed leave time that has not been accurately recorded or accounted for.
Load staff job position allocations: If enabled, the profile can access the Load Staff Job Position Allocations screen, which is a tool used to upload and manage staff job position allocations within the system.
Find Records By Key: If enabled, the profile can access the Find Records By Key screen, which facilitates the search for specific database records using a primary key.
Update Check Totals: If enabled, the profile can access the Update Check Totals screen, which allows users to efficiently manage and update check totals for specific fiscal years, runs, and employees, with the option to export results for further analysis without modifying the database.
Update Contract Days: If enabled, the profile can access the Update Contract Days screen, which facilitates the modification of contract days for staff members.
Fix Budgets with Ended Elements: If enabled, the profile can access the Fix Budgets with Ended Elements screen, which allows users to check if any of the elements of the budget have end dates prior to the beginning of the fiscal year selected.
Update WA retirement table: If enabled, the profile can access the Update WA Retirement Table screen, which facilitates the modification of retirement-related information for staff members in Washington.
Fix Closing Allocations: If enabled, the profile can access the Fix Closing Allocations screen, which is designed to address issues related to closing allocations within the system.
Position Allocation Audit: If enabled, the profile can access the Position Allocation Audit screen, which enables users to examine and manage position allocations efficiently.
Update Primary Facility in Earnings History: If enabled, the profile can access the Update Primary Facility in Earnings History screen, which allows users to manage primary facility information within earnings history records.
Fix POS Duplicate Receipt Transaction Numbers: If enabled, the profile can access the Fix POS Duplicate Receipt Transaction Numbers screen, which is designed to address issues related to duplicate transaction numbers in point-of-sale (POS) receipts.
Create staff position allocations without rollover: If enabled, the profile can access the Create Staff Position Allocations without Rollover screen, which facilitates the creation of staff position allocations without automatically rolling over existing allocations from previous periods.
Fix salary hours: If enabled, the profile can access the Fix Salary Hours screen, which is a tool designed to address issues related to salary hours within the system.
Close and copy staff deductions: If enabled, the profile can access the Close and Copy Staff Deductions screen, which serves the purpose of managing staff deductions, particularly during transitions such as the end of a fiscal year or when employees are transitioning between positions or departments.
Correct warehouse imbalances: If enabled, the profile can access the Correct Warehouse Imbalances screen, which provides a tool to address discrepancies or imbalances in warehouse stock levels.
Correct Autoassign new deductions: If enabled, the profile can access the Correct Autoassign New Deductions screen, which facilitates the adjustment or correction of automatically assigned deductions within a payroll or HR system.
Fix Field Trip Requests: If enabled, the profile can access the Fix Field Trip Requests screen, which presents users with options to manage field trip requests within a specified fiscal year.
Fix Waivers: If enabled, the profile can access the Fix Waivers screen, which facilitates targeted correction of waiver-related issues, ensuring accuracy in Accounts Receivable and Revenue Ledger entries, and Trial Balance reports for the specified fiscal year.
Barcode Scanner Test: If enabled, the profile can access the Barcode Scanner Test screen, which allows users to test the barcode scanner system, ensuring that assets are correctly identified and inventory methods are accurately recorded in the system.
Fix Asset Inventory: If enabled, the profile can access the Fix Asset Inventory screen, which provides users with a systematic approach to identify and correct inventory-related issues.
Update Check W4 Data: If enabled, the profile can access the Update Check W4 Data screen, which streamlines the process of updating W4-related data for payroll checks.
Recreate Payroll Invoices: If enabled, the profile can access the recreate payroll invoices screen, which is used to regenerate or reprocess payroll-related invoices that may not have posted correctly or were missing in the accounts payable module.
Employee Self Service
Benefits: If View permission is enabled, the profile can review, update, and select from available benefit plans offered by the district.
Benefits: View All: If enabled, the profile can click the "View all" slider to view all requests submitted including requests that are to be reviewed and approved by other users; i.e. to view requests not assigned to the profile user.
My Information: If View permission is enabled, the profile can view My Information, which displays the employee's address, demographic, educational data, etc. If Edit permission is enabled, users can edit custom fields when said fields have been enabled for editing permission at the field level.
View/Edit Timecards: If View permission is enabled, the profile can view their timecards and request changes to their timecards.
Employee Requests: If View permission is enabled, the profile can request changes to their information such as Legal Name change, Address change, W4 Information change, as well as request Leave, and more.
Employee Requests: View All: If enabled, the profile can click the "View all" toggle to view all requests outside of their permissions; for example, if they only have permission to approve legal name requests, they will only see legal name approval history requests that they approved or denied. However, with the View all toggle clicked, they will have the ability to view all users' approval history for any request type.
Purchase & Pay: If View permission is enabled, the profile can search for and purchase items as well as make donations.
Leave History: If View permission is enabled, the profile can review leave balances, earned leave, pending leave, leave history, and more.
View Pay History: If View permission is enabled, the profile can review a complete history of pay.
View Pay History: View/Print Pay Stubs: If enabled, the profile can view and print pay stubs.
Employee Tax Forms: If View permission is enabled, the profile can view the employees tax forms.
Employee Tax Forms: View/Print Employee Tax Forms: If enabled, the profile can view and print the employees tax forms.
Employee Agreements: If View permission is enabled, the profile can review and sign employment agreements created by the district.
Stipends: If View permission is enabled, the profile can view, create, and edit Stipends, which looks to the assigned jobs a user has in order to display options based on that information for billable hours that fall outside the scope of their typical job role.
Stipends: Close Requests: If enabled, the profile can close stipend requests.
Stipends: View All Requests: If enabled, the profile can clic View All to view stipend requests submitted by all users.
Stipends: Edit Requests: If enabled, the profile can edit stipend requests created by other users.
Files: If View permission is enabled, the profile can view files uploaded by Human Resources as part of the employee's profile. If Edit permission is enabled, the users can edit the files uploaded.
Job Postings: If enabled, the profile can access the Job Postings screen, which allows Applicants to create profiles, upload documents, view and submit applications for job postings, accept or deny offers, and complete the onboarding process.
Applications: If enabled, the profile can access the Applications screen, which allows users to start job applications, review available applications, as well as review and make changes to completed applications.
Forms
District Specific Forms: The forms listed vary depending on the forms created for use via Form Builder. Permission is set up in Form Builder and here. If View and Edit are enabled, the profile can view and edit the form(s). If the profile has View only permission, the users permission depends on permissions set up in Form Builder.
Reports
District Reports: If enabled, the profile can view District Reports, which allows users to see all created folders (with permission). View only profiles have access to view report data and Run the report but cannot edit.
District Reports: Edit District Reports: If enabled, the profile can view, create, edit, and delete district reports, which allows for the creation of custom reports using SQL queries.
Saved Reports: If enabled, the profile can view, run, and edit select fields, such as the title, on the My Reports tab. If enabled, the profile can view and edit all reports, including reports created by other users, which includes the Profiles and Schools pull-down.
Saved Reports: Can Delete Other Users Reports: If enabled, the profile can delete reports created by other users.
Run Reports: If enabled, the profile can run Saved Reports.
The Module Report
The Module Report lists the profiles that have permissions to the selected Modules.
1. For a report on profile permissions sorted by module, from the Setup menu, click Profiles. Then, click the Module Report tab.
![](https://media.screensteps.com/image_assets/assets/001/349/799/original/a4f8f18b-f56d-41a6-b155-0b74060ffc82.png)
The user Role defaults to Admin for all ERP profiles.
2. Select the module(s) from the Module pull-down. The module(s) you are selecting here are set up just as they are on the Permissions tab when setting all profile permissions. Modules are ordered alphabetically by menu and screen title.
![](https://media.screensteps.com/image_assets/assets/002/433/926/original/16ef57cb-970d-41ba-b93f-99c690c2c05d.png)
3. Click the Submit button to generate the report.
In the report, you will see the Title of the profile and the Module.
Using the Profiles Report
1. For a report of users listed by profiles, from the Setup menu, click Profiles. Then, click the Profile Report tab.
![](https://media.screensteps.com/image_assets/assets/001/349/785/original/6806ed51-318d-4116-9355-84059762932a.png)
The user Role defaults to Admin for all ERP profiles.
2. Select the Profiles from the pull-down from which you would like to pull permission data.
3. Click the Submit button to generate the report.
The report is broken down by User, then Profile, User ID, and the EIN (Employee Identification Number) if applicable.
4. For more details regarding a specific user’s permissions click on Permission Details. You could also run the Permission Report; see the section on Using the Permission Report for more details.
![](https://media.screensteps.com/image_assets/assets/002/433/924/original/a6abad90-1dc5-4fbd-8cdd-cec0cc3c9e7b.png)
Using the Permission Report
1. For a combination of the Module and Profile Report, from the Setup menu, click Profiles. Then, click on the Permission Report tab.
The profile Role defaults to Admin for all ERP profiles.
2. Select the module(s) from the Module pull-down. The module(s) you are selecting here are set up just as they are on the Permissions tab when setting all profile permissions. Modules are ordered alphabetically by menu and screen title.
![](https://media.screensteps.com/image_assets/assets/002/433/950/original/396a8313-0cda-4da0-be51-4d883526364d.png)
3. Select the Profiles from the pull-down from which you would like to pull permission data.
![](https://media.screensteps.com/image_assets/assets/002/433/932/original/e4d0fe85-cac6-4247-806e-9ba1b3d3144e.png)
4. Click the Submit button to generate the report.
Clicking Submit will generate the User Permission Report.
This report is broken down by User, Profile, User ID, EIN (Employee Identification Number) if applicable, Module, and Permission.
Additional Features
For a quick search, use the Filter text box. You can begin typing the name of a profile, module, etc. and it will display at the top of the list. This feature is available on all pull-downs.
![](https://media.screensteps.com/image_assets/assets/002/433/936/original/416d9e6f-8abb-47c7-8bdf-4116aa768580.png)
You can utilize the Check all visible and Clear selected links under the Filter text box on select pull-downs. To select all pull-down options, click Check all visible. To clear all selections made, click Clear selected.
![](https://media.screensteps.com/image_assets/assets/002/433/920/original/627c1623-2a6e-44a0-9854-c315f900e8c6.png)
To export any generated reports to an Excel spreadsheet, click on the Excel icon in the Export section.
Click the Printer icon to print the table of data.
Use the Filters feature to further breakdown any report or table when looking for data. Click on the word Filters or OFF to turn them on.
a. To add more than one filter to a column, click on the green plus sign.
b. To delete an added filter, click on the red minus sign.
c. Select the gray arrow for more filtering options.
For more information, see Filters.
If a report/table contains several pages of information, Page numbers display. Click the Prev and Next buttons to sift through pages. Click the Page text box to enter a page number. Press Enter to jump to that page.
![](https://media.screensteps.com/image_assets/assets/002/433/946/original/52239f96-f132-4105-aa81-b5f66bcac947.png)
You can also sort data by clicking on any of the headers that contain the black double arrows. Click once for ascending results; click twice for descending results. In the image shown, Title was clicked once.