Manage Configuration Overview

Budgets

Budgets are collections of buckets grouped according to admin-defined rules and filters.

Buckets

Buckets are collections of accounts grouped according to rules and filters.

Priorities

Use Priorities to define goals for your budget planning.

Strategies

Create different Strategies to help achieve your budget planning Priorities.

Roles

Use roles to determine what buckets a user sees, regardless of what budget they're assigned to.

Users

User permissions control what Buckets a user can see.

Employees

Use Employees to enter the information of all individuals who work in your school district.

Jobs

Jobs consist of the title and description (including class) of all available jobs within your district.

Positions

Use Positions to combine job information with locations and start and end dates to define what roles are approved at each school.

Assignments

Combine employee, position, FTE, and start/end date info to connect employees to available positions.

Salaries

Use Salaries to determine the pay type, frequency, and amount of individual employee salaries.

Vacancy Pays

Vacancy Pays are assigned to jobs and allow positions to have a salary when no employee is assigned.

Benefits

Use Benefits to define the benefit type, frequency, and amount of an individual employee’s paid benefits.

Rollup Widget Templates

Use Rollup Widget Templates to determine the segment types used to summarize accounts on a Bucket’s Overview page.

Account Custom Attributes

Account Custom Attributes allow you to display extra account data segments that are not part of your account string.

Account Types

Account Types define different types of accounts (e.g. Non-Personnel and Personnel) using a set of rules and filters, also known as “Scopes”.

Chart of Accounts

Needs a description, also missing from main overview page.