This presentation is part of Fuel Good 2018's Technology Premier discussion.

1. What’s New and Coming Up in
Sparkrock for K12 Organizations
Teodora Buhteva, Melissa Clark, James Faw,
Andrew Fass
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TEODORA BUHTEVA
PRODUCT MANAGER, FINANCE
ANDREW FASS
PRODUCT ARCHITECT
MELISSA CLARK
PRODUCT MANAGER, WORKFORCE
JAMES FAW
VP PRODUCT, CO-FOUNDER

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1. Introductions
2. What’s New
3. What’s Next
4. Questions
AGENDA
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WHAT’S NEW

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Sparkrock Finance & Workforce
Highlights Since Alliance 2017
288C R E A T E D
75/45S H I P P E D / P L A N N E D
IDEAS
205N E W F E A T U R E S
4/4R E L E A S E S /
S E R V I C E P A C K S
FEATURES
3/3N E W M O D U L E S /
N E W A D D - O N S
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General Ledger
Cash
Management
Budget
Management
Accounts
Payable
Accounts
Receivable
Inventory
Management
Purchasing
Asset
Management
Advanced
Financial
Reporting
Employee
Management
Position
Management
Benefit
Management
Online Expense
Claims
Online
Requisitions
Project and Grant
Accounting
Budget Planning Financial Analysis
Advanced
Document
Imaging
Time Clock
Time Entry
Training
Management
Employee
Scheduling
Absence
Management
Collective
Agreement
Management
Payroll
Administration
Employee and
Manager Self-Service
Advanced
Workforce
Reporting
Applicant
Management
FOUNDATIONMODULES
Appraisal
Management
Finance WorkforceADD-ONS
K12 Reporting Package (ON)
Frontline (AESOP)
Integration
Shift Trading
K12 Benefit
Integrations (ON)
Auto Fill Shift
eBase Integration
Work Orders (K12)
Cloud Buy (K12)
eSchool
Integration (SFE)
Apply to Ed (K12)
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K12
Finance Management

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GENERAL LEDGER
• Made data setup easier with Copy Dim Combination Sets
• Made it easier to analyze data with totalling based on selected
values across various pages (BGDSB)
• Increased controls but adding Approval Workflow to Recurring
Journals.
BUDGETING
• Increased support for all 8 Dimension in-line for Budget
Journal & Imports (All Boards)
• Improved the capabilities of the Budget Journal with
• Standard Journal Save and Copy to Budget Journal
(similar to General Journal)
• Budget Journal Approval Workflow
• Added attachments support for Budget Entries (DSBN)
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ONLINE REQUISITIONS
• Delivered many usability improvements including hiding
unused data and showing sections only when there is data
• Added the ability to removed budget information for specific
EC users. (HPCDSB)
• Simplified views to show only requisitions created or
approved by you (Mine) (YRDSB & Others)
• Added ability to filter the Purchase Invoices view by a date filter
• Improved document history views to allow users to access
all related documents from any starting point
POs & RECEIVING
• Added the Description and Amount fields to the Purchase
Order list (YRDSB)
• Added an option to show only Purchase Orders with lines
related to Requisitions that I created (Mine) (YRDSB)
• Improved the layout of Archived POs so that related
document versions are grouped together more intuitively
• Improved the flow of the Purchase Receiving process and
the fields on this page, to make the process more
streamlined (HPSDSB, Others)
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PURCHASING
• Delivered Role Center improvements with Buyer Specific “Activities”
• Added ability to have buyers pre-printed signatures on PO
(DSBN)
• Released a Purchase Order document with improved Word
Layout so customer can make their own changes to the
document
• Added Finance Requests “On hold” for future review capability
of Requisitions & Payment Requests (YRDSB)
• Added the PR Type to Purchase Orders and Purchase Invoices to
help with reporting and searching (Many Boards)
• Released Expense Type images with tool for mass uploading of
images (DSBN)
• Created a Contract register
ACCOUNTS PAYABLE
• Delivered A/P Batch support for multiple no. series for Invoices
• Released support for ACH EFT payment method with CTX
• Added W9 Expiry tracking
• Release support to view the PR Type with Get PO Line
• Added support for Purchase Invoice/Order tolerance warning and
approval mechanism
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ONLINE EXPENSE
CLAIMS
• Added a Approval Option for both Supervisor and Dimension
based Approvals rather than just one or the other.
• Added even more policy warning and handling for maximum
allowable amount per expense type
• Delivered more mandatory details settings by expense type
to improved quality of expense submissions
• Improved mileage data entry by adding a “Round Trip”
selection
• Released an improved Excel corporate credit card import
format
(HPCDSB, AMDSB, YRDSB, RRDSB)
FINANCIAL ANALYSIS
• Enhanced the Excel export with additional fields (External
Document No, Document Type, and Document Date and
Details) (Many Boards)
• Added support for all 8 Dimension in filtering, export and
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K12 REPORTING
• Schedule 10 – Expenses
• Appendix G – Board Teacher Salary Grid
• Appendix H – Staffing by Programs
• Appendix H – Administration, Transportation & School
Operations Staffing
• Appendix J – Report on Library Funding Initiative
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 O n l i n e E x p e n s e C l a i m s f o r K 1 2
Let’s have a look

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K12
Workforce Management

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REGULATORY SUPPORT
• Enhanced tools for managing Statutory Pay (Ontario &
Alberta)
• Enhanced Record of Employment generation tools (Canada)
• Mass Generate ROE
• Mass Leave & Return (Vs. Mass Terminate & Re-hire)
• Support for Employer Health Tax (Ontario)
• Automatic calculation of Overtime (Weekly) (Canada & US)
BENEFITS
INTEGRATIONS
• Release of 3 integration points with OTIP
• HRIS Export (Employees, Positions, Salaries, Leaves)
• Payroll Import (Calculated Benefit deductions)
• Payroll Response File (Reconciliation between original
vs. actual deductions)
• Cowan One-T HRIS Export
• HRIS Export
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APPRAISAL
MANAGEMENT
• Released Appraisal Management improvements
• Redesigned and improved the Manager, My Appraisals pages and
completion process
• Added the ability to track “Total Score” on appraisal completion
HR TASK MANAGEMENT
• Improved how tasks are created so they can be used more
extensively across the organization
• Improved how attachments are handled to support better access
to them regardless of how they were attached.
• Added mass creation of HR tasks to support recurring task
management for groups of employees.
(BGDSN)
• Added reminders to tasks to help keep employee up to date with
completing important tasks.
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QUALIFICATION
MANAGEMENT
• Improved the handling of inactive qualifications
• Added filters so employee can easily filter on qualifications
expired or soon to expire.
TRAINING &
REGISTRATION
• Improved the layout of the registration page so users can see
more data about the event easily.
• Made the details pages easier to understand and use.
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ATTENDANCE
MANAGEMENT
• Improved the navigation and access to employee balances
directly from the absence request page to make it easier for
managers to review balances and trends for the requesting
employee.
• Added a Team Calendar on Absence Approval to help managers
better understand the context of the approval.
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 I n t e g r a t i o n s e t u p ( H R I S E x p o r t S e t u p )
Let’s have a look

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WHAT’S NEXT

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EBASE INTEGRATION (IN
DESIGN)
GOALS:
• Prevent duplicate data entry, increasing productivity
• Reduce errors due to single-entry model
• Provide plant services department with enhanced visibility
to accounting information
• Improve workflow to ensure vendors are paid for services
properly rendered
PHASE I:
• Provide synchronization of plant service related vendors
between NAV and eBASE – eBASE will be updated from NAV
based on mapping of Vendor Posting Group
• Initiate purchase requisition on Employee Center (EC) from
Workflow Manager module in eBASE
• Provide inquiry web service from NAV that eBASE can use to
inform plant services the status within the ERP system of the
work orders (and related jobs)
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EBASE INTEGRATION (IN
DESIGN)
STATUSES AVAILABLE TO EBASE:
• Requisition 123 Created
• Requisition 123 in Approval
• Requisition 123 Denied
• Requisition 123 Approved
• Purchase Order 345 Created
• Purchase Order 345 Cancelled
• Purchase Order 345 Invoiced (via Vendor Invoice No.
R33344)
• Purchase Order 345 Paid (via Check 0003332)
• Purchase Invoice Posted (via Vendor Invoice No. R33344) –
Used when invoices processed with no P.O.
OTHER GOALS:
• Provide warning system to eBASE on vendor insurance expirations
• Provide lookup into eBASE from NAV to view work order detail
(e.g. to confirm service has been provided before paying vendor)
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TIME ENTRY (IN DESIGN)
• Admin/Delegate User can enter time for employees
• Multiple time sheets per employee
• Multi-level workflow
• Ability to create future dated time sheets
• Ability to create pre-configured/default time sheets for
employees
• Ability to copy time sheets from prior periods
• Integration with Absence Management
• Approved/Pending absences will appear on time
sheet
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OTHER INTEGRATIONS
Finance
• DocuShare
• CloudBuy (in Beta)
• eBase II
Workforce
• Cowan II (in Design)
• eSchools (SFE) (in Beta)
• Apply to Education – Applicants
• Apply to Education – Absence & Time
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K12 REPORTING
• Continue developing more reports that will be added to the package.
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QUESTIONS

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THANKS!
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