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

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

2 K-12 Business Is Our Business For 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 Contact Us

3 Empowering School Business We 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. CLIENT SATISFACTION K-12 TOTAL SOLUTIONS FINANCIALLY SOUND COMPANY MODERN, COST-EFFECTIVE TECHNOLOGY Our Perpetual License Philosophy Our 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

4 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. Performance Features and Efficiency Tools 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 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

5 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. Automated Workflow Streamlined processes for leave requests; purchase and warehouse requisitions; personnel action requests; budget adjustments; sitebased time entry; and journal entries. Paperless efficiencies for online approval processes; 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 The performance & value leader

6 Financial Management Suite Easily 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. 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. 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. 6

7 Personnel Management Suite Manage 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 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

8 ivisions Web Portal Offering 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 Service With 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. 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. 8

9 School Site Functionality School 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 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

10 Experienced K-12 Services & Support Team Professional Services Our 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 10

11 Software & Technical Support Support 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

12 Software that thinks like you do. 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. Follow us on IV-CAP-BR info@tylertech.com The Tyler logo and design marks are registered trademarks of Tyler Technologies, Inc. 2012, all rights reserved.