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Dear Customer,
Welcome to the May issue of
CRS InTouch Online. Well we made it, it's summer time! In
preparation for summer we just want to remind you to
schedule your Rollover with your Account Specialist as soon
as possible, even if you plan on scheduling it for a time
closer to the beginning of the new school year; the calendar
is filling up fast.
This month's featured articles include:
Good-Bye 2006-2007, Let’s Get Ready For 2007-2008!
No Need to Do Data Entry Manually - Meet DataExchange Pro
F.Y.I. We Have a New Fax Number
We Want to Hear What You Think!
Good-Bye 2006-2007,
Let’s Get Ready For 2007-2008!
Can you believe another school year is already coming to an
end? That means it’s time to perform your SubFinder system
Rollover for the new school year. Before you get started
with the Rollover process, here is some important
information that you will want to consider:
ü
If you have not already scheduled your Rollover, please call
your Account Specialist as soon as possible.
ü
Be certain all employees, substitutes, job positions, job
position groups, sites, site groups and calendar tracks that
you wish to purge are marked inactive. If an employee or
substitute’s record is only marked restricted, it will not
be purged.
ü
Make sure all inactive items have no ‘active’ records
attached to them. Refer to the Complete Purging Checklist
for tips on inactivating your data.
ü
Inform your staff of Rollover date & time, as the system
(including WebConnect & WebConnect Pro) will be unavailable
during this time.
ü
If purging jobs up to a certain date, please remember the
job numbers will not begin at one, they will continue from
the last job number currently in your system.
ü
Have your job purge date in mind prior to your Rollover
appointment.
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SubPay customers, please have the start & end dates of your
new school in mind prior to your Rollover appointment.
ü
For customers currently utilizing Leave Control, keep in
mind that Leave Control accrual is not part of the Rollover
process. We suggest running your annual Leave accrual after
the Rollover is complete.
ü
If you are currently using a tape backup system, be sure to
purchase new tapes for the upcoming school year prior to
Rollover date. You may want to consider replacing your tape
backup with an external hard drive for data backup as it is
more user-friendly, reliable and cost efficient. Speak with
your Account Specialist for more details.
ü
NOTE:
There is no need to run end of the year reports if your
district does not require hard copies. We will provide you
with a shortcut for the last year reports, which then can be
conveniently placed on your desktop for all future
reviewing.
Now, we encourage you to just sit back, relax, and ponder on
how quickly this school year has passed us by! We hope your
school year was a success; we eagerly look forward to
working with you throughout the upcoming 2007-2008 school
year ----- and beyond!
To receive Your Complete Purging Checklist, click
HERE; or if you have any
further questions please do not hesitate to call your
Account Specialist.
No Need to Do Data Entry
Manually- Meet
DataExchange Pro
It is time for some relief! Are you and your payroll
department set with the tedious task of manual data entry
each month? It’s time take advantage of a SubFinder
feature that will make your personnel office more effective;
which in turn will save your district both time
and money!
DataExchange Pro allows you to automate the data transfers
between SubFinder and your payroll and Human Resource
systems. You have the freedom to schedule these
exchanges whenever you want and as often as you want!
“What about manual imports and exports,” you ask? Don’t
worry! DataExchange Pro allows you to perform those as well.
With DataExchange Pro you have the ability to:
Ø
Export time-worked and time-absence data
Ø
Send leave entitlement balances to your HR/Payroll
applications
Ø
Send only Verified jobs to payroll
Ø
Create as many export files as you need
DataExchange Pro’s advanced design ensures seamless
integration of your data between departments and guarantees
the most efficient process possible. For more information
about DataExchange Pro contact our National Account Analyst
(AKA The
Integration
Specialist),
Lee Dawson, at
800.782.3463 ext. 6972.
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F.Y.I. We Have a
New Fax Number
Effective immediately, when sending a fax to CRS please use
the following number:
570.651.1671.
We appreciate your cooperation! If you have any questions
please call us at 800.782.3463 Ext. 6660 or email us at
subfinder@crs-ivr.com.
Thank you!
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We Want to Hear What You Think!
That’s right; we want to hear from YOU! Do you have a
comment you would like to share about our amazing Account
Support or Implementation groups; or maybe a story about how
one of our products helped you solve a problem in your
district? Simply go to the
CRS Customer Support Center
(register if you have not already!) and located near
the bottom of the page you will see a link to the
Customer Comment form.
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