Complete an Evaluation
Principal’s Assistants will fill out data for licensed evaluations in Skyward. This data will be used for reporting to ISBE. Navigate to an employee evaluation via two methods: From Employee Profile Click the menu...
Author: John Jameson
Business Office: Move POs to Open
Click the men () then Purchasing, then Purchase Order. Click Purchase Order Batch Update Click Next Click Next Click Next Click Next Click Run Process.
Business Office: Generate Invoice from a PO
Instead of re-entering information when invoiced, the detail from POs can generate an invoice to save time. Before a PO can be pulled into a invoice, it must be in Open status. (To move...
Request a New Vendor
Staff with purchasing access can request new vendors. Only the business office can approve new vendors. Before entering a vendor request, try a global search. The global search will find everything in the system...
Print a Copy of a PO
Purchasers can access and print off signed copies of their Purchase Orders the day following the PO approval. Click the green menu button near the upper-left (). Click Purchasing Click My Purchase Order (for...
Business Office: Void/Reissue Checks
Void a Check If a check should not have been written or needs changes and will need to be re-written, a check can be voided. Go to Accounts Payable > Void Accounts Payable Run...
Business Office: Vendor Address Changes
Whether a vendor needs an address changed or just needs a different payment versus ordering address, addresses can be managed through a very similar process in Vendor Profile. Go to Vendor > Vendor Profile...
Requesting Expense Reimbursement
Employees request expense reimbursement through Employee Access and the reimbursements will be deposited directly into each employee’s direct deposit bank account used in payroll.
Employee Demographics Changes
Through Employee Access, employees can update their emergency contacts and also request changes to address and phone numbers. Address and phone number changes will be reviewed by Human Resources before becoming final.
Fundraising for Parent-Funded Sports
The district can assist with online fundraising for parent-funded sports. Below are a few guidelines to consider when researching this option. Bank Accounts Both district budget and activity funds cannot commingle with dollars from...