Centralize Employee Management in SchoolInsight Financials

We are about to release an important new feature to make SchoolInsight Financials the authoritative source of employee data at your district. This update will allow you to restrict employee creation and sensitive employee data to Financials Users only.

 

This feature is currently opt-in, but we strongly recommend that when it is released, you go to Financials Main > General Settings and turn off the following two options:

  1. Can SIS Admins View Sensitive Employee Data

  2. Can SIS Admins Modify Employees

 

By restricting who can create new employees, this will make it much less likely that the district ends up with duplicate records for the same employee. It also grants more freedom to create SIS Admins without worrying whether they have access to too much private information about employees.

 

What will change:

  • Only Financial Users will be able to create new employees.

  • Only Financial Users will be able to view employee addresses.

  • MOSIS reports Educator Core and Educator School will be run only from Financials Main > Payroll > MOSIS File Exports.

 

What will stay the same:

  • SIS Admins can still add, modify, and remove roles (e.g. Instructor, School Admin, District Admin) to existing employees.

  • SIS Admins can still see a list of all employees.

  • SIS Admins can edit MOSIS data when editing an employee’s role.

 

Because a Financial User will now be responsible for creating new employees before SIS Admins can create user roles (Instructor, School Admin, School District Admin), you will need to confer with SIS Admins about how this changes your internal processes for new and existing hires.

 

You may want to add additional Financial Users if someone else should be responsible for creating employees, updating sensitive information, and maintaining MOSIS reports.

 

You can read our news article about this update for additional details.

 

Best,

The SchoolInsight Financials Team