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Unleash Your District’s Performance and Efficiencies K-12 Financial and Personnel Management Software and Services

Unleash Your District’s Performance and Efficiencies · Unleash Your District’s Performance and Efficiencies ... • Unlimited number of approvers ... Through our dynamic SharePoint

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Page 1: Unleash Your District’s Performance and Efficiencies · Unleash Your District’s Performance and Efficiencies ... • Unlimited number of approvers ... Through our dynamic SharePoint

Unleash Your District’s Performance and EfficienciesK-12 Financial and Personnel Management Software and Services

Page 2: Unleash Your District’s Performance and Efficiencies · Unleash Your District’s Performance and Efficiencies ... • Unlimited number of approvers ... Through our dynamic SharePoint

K-12 Business Is Our BusinessFor more than 25 years, Tyler Technologies has empowered

schools by providing comprehensive software product suites

for K-12 financial, personnel management,

student information, transportation, special education,

food service and district planning.

About Us .......................................... 3

Benefits and Features ......................... 4

Financial Applications ........................ 6

Personnel Management Applications .... 7

Online Functionality ........................... 8

Professional Services ........................ 10

Contact Us ....................................... 12

2 www.tylertech.com/InfiniteVisions

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Empowering School BusinessWe serve more than 4,500 K-12 clients nationwide with an enduring commitment to

improve school business performance and student achievement. Our industry leading client

satisfaction and retention rates are a direct result of the more than 750 Tyler employees

who are solely dedicated to designing and supporting Tyler School Solutions.

Today, Tyler’s Infinite Visions Financial and Personnel management software has improved

the way more than 850 school districts do business.

Our Perpetual License PhilosophyOur Perpetual License Philosophy ensures all of our clients have access to the latest

product developments and features without expensive upgrade costs. Once you join the Tyler

family, future product updates and enhancements to purchased Infinite Visions modules are

provided free of charge as part of your annual support contract. With this guiding principle,

we are able to ensure that our clients always have the latest features and technology for

maximum flexibility, increased efficiency and significant long-term value.

CLIENT SATISFACTION

K-12 TOTAL SOLUTIONS

FINANCIALLYSOUND

COMPANY

MODERN, COST-EFFECTIVE

TECHNOLOGY

31.888.654.3293

Page 4: Unleash Your District’s Performance and Efficiencies · Unleash Your District’s Performance and Efficiencies ... • Unlimited number of approvers ... Through our dynamic SharePoint

Performance Features and Efficiency Tools

Business Software That Fits Your School Business

A fully integrated solution, Infinite Visions ERP software and the iVisions Web Portal are designed

to unleash a school district’s performance and efficiencies, overcoming business challenges that

are unique to their profession — such as complex K-12 payroll requirements, non-integrated

or automated Human Resources data and workflow, fund accounting regulations, encumbrance

tracking, and mandated state, federal and grants reporting.

Benefits

• Fully integrated applications

reduce manual steps

• Anytime, anywhere access for

Employee Self-Services

• Accurate data for better

decision making

• Streamlined processes and

reduced paper management

• Solution does not require

full-time DBA

smartGrids• Data Filtering, sorting and reporting

tool

• Precision drill-in capabilities

• Personalize each grid to your preference

• One-click any grid out to Microsoft Excel

• Easily create ad hoc reports with just the data you need

• Export reports to Excel, Word, PDF, HTML and email

• Save the report to run at a future date with current data

Powerful rePortinG

• More than 400 standard reports

• Unlimited ad hoc reporting

• Federal and state-specific

reporting

• Point and click General Ledger

report writer

• Financial statement editor

• Info-Link: easy, custom SQL

reporting

• ODBC-compliant report writers

such as Crystal Reports

4 www.tylertech.com/InfiniteVisions

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automated workflow

• Streamlined processes for leave

requests; purchase and warehouse

requisitions; personnel action

requests; budget adjustments; site-

based time entry; and journal entries.

• Paperless efficiencies for online

approval processes; email

notification; and electronically

sending and storing documents.

• Flexible user-defined routing with

unlimited number of approvers; and

routing by accrual elements and

dollar thresholds.

security

• Role-based set up

• User-level restrictions for separation

of duties

• Application, menu and field-level

security

• Scanned signatures with passwords

• Access and change logs

• Social Security number masking

• Active Directory integration

comPlementary interfaces

• Web-based applicant tracking

• Substitute tracking

• Electronic time clock

• eProcurement and online bidding

• Electronic vendor payment

• Bar coding

Tyler’s Infinite Visions product line is the performance and value leader offering a highly

intuitive user experience and ease of use for your staff. Infinite Visions is built on one of the

most widely used database technology platforms worldwide, Microsoft SQL Server, delivering

scalability, security, developer productivity and tight integration with Microsoft Office

programs such as Word, Excel and Outlook.

The performance

& valueleader

51.888.654.3293

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Financial Management SuiteEasily manage and report your district’s financial data with our multi-fund, modified

accrual accounting modules. Complete integration allows for data entry and transactions

from each module to flow into the General Ledger and all of your compliance reporting.

General ledGer

The General Ledger module is the heart of the Infinite

Visions finance system where you can define and manage

your Chart of Accounts; view account balances and

transactions and work with journal entries. Plus you can

enter cash receipts, issue checks, reconcile bank accounts

and develop your budget.

BudGetinG

With the Budgeting tool, you can take control of your budget

processes. Highly effective tools let you accurately create

unlimited budget scenarios. Confidently build next year’s

positions budget from actual payroll and benefits projections

without re-keying data. Importing and exporting of budget

data from Microsoft Excel is also supported to leverage this

efficient budgeting module.

PurchasinG and PayaBles

Through the iVisions Web Portal, teachers and other

purchasers can conveniently requisition education supplies

while maintaining your expenses with real-time budget

checking. Infinite Visions supports automated workflow

for approval of requisitions, Purchase Orders and invoices.

Documents such as quotes, packing lists and invoices can

easily be attached throughout the procurement process.

fixed assets

Track your general fixed assets, as well as your stewardship

items with comprehensive monitoring and reporting

including GASB 34 from acquisition to disposal. A tight

integration with purchasing allows for purchased goods to

automatically flow into Fixed Assets.

warehouse

Keep your employees prepared and warehouses fully

stocked. Warehouse requisitioning is available through the

iVisions Web Portal. Plus, get automated electronic inventory

updates when items are purchased, received, shipped

or returned.

accounts receivaBle

Manage fees and keep your receivables up-to-date with

invoicing, payment processing and on-demand posting to

the General Ledger.

Grant manaGement and Project trackinG

Simplify the management of your grant and capital projects

by easily tracking all related financial information such as

budget expenditures and revenues. Monitor grant project

status and ensure compliance for an unlimited number of

multi-year projects and/or grants.

6 www.tylertech.com/InfiniteVisions

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Personnel Management SuiteManage your entire employee life cycle without compromising compliance or control. With

Infinite Visions’ fully integrated Human Resources and Payroll applications, you can focus on the

district’s most important resource — your people. With high-performance functionality, your team

can efficiently streamline personnel and payroll processes.

human resources

From effective management to easier staff reporting,

Infinite Visions lets your district devote more time to your

mission — student achievement. Key functionality includes

Position Control, Personnel Action Requests (PARs) and

tracking of Employee Demographics, Certifications and

Professional Development.

Position control and inventory: Generate Full-Time Equivalency

(FTE) counts and budget status reports. View up-to-the-minute

financial planning.

contract management: Make complex contracts easier than

ever. Define as many contract types as you need and distribute

via email or the iVisions Web Portal.

evaluations: Keep evaluations timely for greater effectiveness

and employee satisfaction. Tracks all evaluation types and offers

easy, on-demand reports of their status.

insurance tracking: Manage coverage plans and levels.

Automatically track dependents and eligibility dates. With

iVisions, you can give employees 24/7 access to your district’s

benefits information and health provider details.

Payroll & Benefits manaGement

Optimize the processes around your district’s employee payroll

and benefits administration and evaluate compensation

strategies against budgets.

Payroll Processing: Integrate your Payroll with HR and General

Ledger for a quick and efficient pay process. Set up a year’s

worth of payroll with integrated salary schedules, then enter

exceptions for a fast, easy payroll run.

Position Benefit encumbrance tracking: Get a current picture

of your salary and benefit encumbrance totals and view contract

commitments any time of the year through integration with the

Finance suite.

integrated substitute teacher accounting: Automate the task of

finding and paying substitute teachers. Integration with popular

substitute calling vendors helps you plan for and find substitutes

and track hours worked for substitutes and time missed for staff.

salary schedules: Efficiently manage contract salaries and

hourly pay with easy-to-use step/grade tables and automated

increases. Create “What-if” analyses for salary negotiations.

Plus, you can develop forecasts for possible future salary

changes to determine their impact.

employee history: Track detailed employee and position history

including positions held, salary and leave.

detailed Position Benefit Budgeting: Easily develop detailed

position and benefit budget numbers based on current payroll

data. Plus, understand how projected salary benefit increases

will impact your budget.

71.888.654.3293

Page 8: Unleash Your District’s Performance and Efficiencies · Unleash Your District’s Performance and Efficiencies ... • Unlimited number of approvers ... Through our dynamic SharePoint

information center: one-stoP location for emPloyee communications

• District announcements for

employees

• Helpful Web links

• Document Center

attendance• Check leave balances

• Request leave

• Modify or cancel leave requests

• View a calendar with school

holidays and leave

comPensation

• Payroll earning statements

• Calendar year totals

• Federal and state tax withholding

forms

• W-2’s

• Total compensation statements

• Personal profile

• Employee contact information

• Emergency contacts

• View HR information including

Certificates with expirations,

Education, Professional

Development, Dependents, etc.

• Employee documents and

contracts

suBstitute trackinG information

• Teachers can see who substituted

for them on each absence.

• Substitutes can see which

teachers they substitute for and on

which days.

Benefits enrollment• “Wizard” technology will walk staff

through signing up for benefits,

open enrollments and life event

benefit changes.

• Monitor the progress of the

enrollments and then post the

enrollments to create all the

necessary payroll deductions and

even create a HIPPA-standard

enrollment file for your benefit

providers.

iVisions Web PortalOffering anytime, anywhere access, the iVisions Web Portal helps everyone

in your district work and communicate more efficiently through convenient

employee self-services and comprehensive school site functionality.

Employee Self ServiceWith the iVisions Web Portal, personnel management staff can save time while improving

functionality. Transactions once handled by Human Resources can now be completed online by

employees. With 24/7 anytime, anywhere access, district employees can view their personal data

such as vacation and sick-leave balances, payroll history and insurance and benefit plan details.

8 www.tylertech.com/InfiniteVisions

Page 9: Unleash Your District’s Performance and Efficiencies · Unleash Your District’s Performance and Efficiencies ... • Unlimited number of approvers ... Through our dynamic SharePoint

School Site FunctionalitySchool site employees can better manage their financial and human resource approval

processes with the paperless, integrated workflow offered through the iVisions Web Portal.

workflow and PaPerless aPProval for critical Processes

• Unlimited number of approvers

• Approvers automatically inserted based

on account codes and dollar thresholds

• Email alerts to notify you of a needed

approval

my staff: staff data for suPervisors at the click of a mouse

• Staff directory

• Staff emergency contacts

• Staff birthdays and length of service

• Staff leave information

dashBoards and key Performance indicators

• Tables and graphs

• Real-time queries from your Infinite

Visions data, but also data from other

ODBC accessible systems such as your

Student Information System

PurchasinG

• Requisitions

• Receiving

General ledGer

• Budget input

• Budget adjustment requests

• Real-time account inquiry

• Expenditures and budget reporting

human resources

• Personnel Action Requests: hiring

approval, pay changes, long-term leave

requests, terminations and evaluations

Payroll

• Position Inventory inquiries

• Timecard entry

receivaBles: site-Based cash receiPts

warehouse requisitions

fixed asset rePortinG

91.888.654.3293

Page 10: Unleash Your District’s Performance and Efficiencies · Unleash Your District’s Performance and Efficiencies ... • Unlimited number of approvers ... Through our dynamic SharePoint

Professional ServicesOur professional services team has an unprecedented 100% track record for on-time,

on-budget Infinite Visions implementations to ensure your district’s successful transition.

Through time-tested, proven implementation experience and best practices, our

implementation team works with your district to finalize a thoughtful, comprehensive plan

that highlights tasks, required resources and key milestone dates.

our seasoned team offers decades of comBined imPlementation exPerience includinG:

• Implementation and Project Management

• Process Improvement Consulting

• Training

• Data Import

• Installation Services

• Software and Technical Support

Experienced K-12 Services & Support Team

10 www.tylertech.com/InfiniteVisions

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Software & Technical SupportsuPPort services

Tyler’s Infinite Visions Support Team is committed to providing the highest level of client

services resulting in best-in-class response times. Toll-free support is available for all

Infinite Visions clients with a current support agreement. Through our dynamic SharePoint

Online Customer Portal, Infinite Visions clients can take advantage of a spectrum of online

resources, including news and update information, software downloads, how-to videos,

training schedules and Internet support call logging.

technical suPPort

Bundled technical support packages are available for Infinite Visions clients that are designed

to assist your IT staff with issues related to the proper operation of the Infinite Visions

software in your environment.

• Gold level technical support: Technical support is provided to address network or operating systems issues; Microsoft

SQL server topics; and hardware or printer issues in your Infinite Visions environment. Our staff performs all Infinite

Visions software updates and each district receives two days of on-site technical consulting each year.

• Business continuity assurance Program (BcaP): Should the district experience a disruption of daily processing, our

support staff will restore the Infinite Visions data to any machine designate. Data is backed up nightly, stored securely

offsite, and available for immediate recovery.

hostinG services

A low maintenance and cost-effective option for some districts, Tyler Technologies offers

hosting services including data back-up processes of the Infinite Visions software from our

secure, state-of-the-art data center. With these hosting options, we can provide and maintain

server hardware and software. Or, the district can maintain ownership and control of their

server hardware and software at our data center.

111.888.654.3293

Page 12: Unleash Your District’s Performance and Efficiencies · Unleash Your District’s Performance and Efficiencies ... • Unlimited number of approvers ... Through our dynamic SharePoint

Follow us on

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At Tyler Technologies (NYSE: TYL), we have a single mission: enable the

public sector to be more efficient, more accessible and more responsive to the

needs of citizens. That’s what we do. And that’s all we do — in partnership

with more than 10,000 clients, including local government and school offices

in all 50 states, Canada, the Caribbean and the United Kingdom.

Tyler Technologies is a leading provider of information management solutions

and services for the public sector — and Tyler is the largest company in the

country solely dedicated to providing software and IT services to the public

sector market.

Software that thinks like you do.

1.888.654.3293 | [email protected] | www.tylertech.com/InfiniteVisions

The Tyler logo and design marks are registered trademarks of Tyler Technologies, Inc. © 2012, all rights reserved.