Incode Financial and Personnel Management - Tyler Tech · PDF fileIncode Financial and Personnel Management. ... in a user-friendly system ... Incode Personnel Management software

Transforming the way the public sector does business

Incode Financial and Personnel Management

Financial and Personnel Management

Everything you need for complete financial management, powered by the most current, proven technology, is

available from the name you can trust — Tyler Technologies. For more than 30 years Tyler has delivered software and

services to the public sector, and has focused on empowering government entities to better serve their constituents.

As part of Tyler’s complete public sector solution, Tyler’s Incode Financial and Personnel Management software

meets the specific needs of finance offices. It transforms complex tasks and processes into a centralized workflow for

efficiency, productivity and accuracy — without sacrificing data integrity.

Comprehensive suites replace individual applications and enable efficiency because they integrate and work with

each other. The Incode user interface is organized around processes, administration and reporting rather than

organized at the application level and then subdivided.

• TheFinancial Managementsuiteincludesallcorefinancialprocessing — AccountsPayable,GeneralLedger,Purchasing,FixedAssets,

ProjectAccounting,InventoryandBankReconciliation

• ThePersonnel ManagementsuiteincludesallPayrollandHumanResourcesprocessing.ItincorporatesoptionalWeb-basedEmployeeSelf

ServicewhichcanbepurchasedwithorwithoutoptionalTimeandAttendancefunctionality

Simply put … Incode’s powerful and intuitive Microsoft® Windows®-based interface enables feature-rich applications

in a user-friendly system environment.

Empowering Business IntelligenceIncode business intelligence services allow users to

perform complex analysis and data mining without

using IT resources for analytics, querying and

reporting. Organizations will realize efficiency with

the QBE Designer and Report Designer, smart grids

with immediate export to Microsoft Excel®, and global

search capabilities.

Tyler Protects Your Investment Incode delivers the tools you need to do your job

quickly and efficiently, but you will also have software

that grows with you as we continually enhance, add

functionality, and simplify processes to provide the

best user experience and the most robust software

in the market today. Incode clients receive industry

leading technology that is continually enhanced

through a perpetual upgrade process, maximizing your

investment. It is a steady stream of significant yet

manageable changes deployed with minimal disruption

to our clients’ operations.

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Report Writer A built-in report writer eliminates costly

external report writers. Incode’s robust report

writer provides access to the data you need

fast — and in a format that you can use to

make critical decisions.

The Report Wizard walks you through the steps

of creating a custom report that can also be

application specific. For example, Accounts

Payable gives field line information. Select a

field for specific information such as name,

payment and balance — list activity for the

past year.

Extensive reporting capabilities allow users

to create standard and custom reporting,

drill-down dynamically to data, and to

automatically generate reports for workers’

compensation, insurance, tax and FICA

requirements. Microsoft integration streamlines

form and letter generation, as well as workflow

notifications through Microsoft Outlook®.

Reports are specific to Incode data with

predefined drag-and-drop fields arranged

logically according to application and usage.

Report Writer users can leverage the full

power of the tool to build professional reports,

allowing them to abandon redundant,

time-consuming reporting mechanisms.

Report Writer allows you to build the reports

you need when you need them. It allows users

to design and run customized banded reports,

cross-tabbed reports, and mail merges without

relying on outside resources.

Dynamic reports allow you to navigate back

into your data from reports, as you read

them, in real time, without any database

synchronization. You can run reports without

interrupting workflow — pop-ups alert users

when their report is ready. Even state reports

are built into the module.

SCHEDULE & DELIVER

• Schedulereportstorunandbe

deliveredautomatically

» Internal&ExternalPDF

» Selectformat—PDF,Excel,Word

• Runreportswithoutworkflow

interruption—pop-upsalert

whenreportisdone

EDIT & CUSTOMIZE

• Personalizestandardreports

withoutlosingintegrityofthe

reportbycloningacopy

• Editreportsbasedonroles

• Createstructuresfordataentry

ACCESS & ANALYZE

• Accessdatathroughdynamic

linksthatdrill-downintothe

application — shortcutinto

accountsformoreefficiency

• Exportreportsintoformats

including—PDF,Excel,Word,

XPS,Text,RichText,open

documentwriterandopen

documentcalculator

• Sharereportseffortlessly

byplacingondashboards,

emailingorpostingonline

Customized Budget Report

Report Wizard

Powerful Reporting Drives Efficiency

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Searching Has Never Been EasierThe information you need is at your fingertips with an

easy-to-use global search screen allowing you to drill

down into data from search results without leaving the

application, or from tasks within that application. Whether

common or complicated, users can save searches and

share them with others.

• ShareandexportsearchestoWeb-baseddashboardsfor

non-Incodeusers,andsharesearcheswithotherusers

• Customizeyourmostcommonsearchesforcontracts,

vendorsandmore

• SearchdatathroughouttheentireIncodeplatform

• Dynamicsearchresultslinkdirectlytorelated

processingscreens

• Attachdocumentstoemail

Role-based Dashboards Transform the Way You Process InformationIncode dashboards transform data into intuitive,

customized portals that put the information you use most

frequently front and center. Interact with an at-a-glance

view of mission-critical information by drilling down into

the data and active processing screens directly from

dashboards for a controlled work environment.

Dashboard customization is client-defined and users can

be restricted to pre-defined templates for their dashboards.

By default, individual workstations are displayed as

tabs within the Incode shell, however they can also be

undocked and used as stand-alone screens — perfect for

dual monitors, or split screens, and power users. This is

useful when preparing budgets to be able to view previous

years’ budgets for comparison.

Dashboard

Do you want to create the perfect dashboard? Widgets,

customized work stations, and entire dashboards can

be saved, exported, imported and shared across your

organization. Dashboards can include data processing

shortcuts and custom widgets like:

• Applicationshortcutsor‘favorites’menus

• Scheduledreports

• Delinquentnotifications

• Revenuestatistics

• Keyperformanceindicators

Additionally, you can make Web-based dashboards

available to non-Incode users, such as council members or

elected officials. These public dashboards are customizable

using Web Parts that allow the user to view aggregated data

and reports.

Customized Workflow ControlAdvanced workflow gives users the ability to customize

their work process and system notifications. No matter

how many steps you have in your workflow process, you

maintain complete control of which users should be

included in specific levels of the workflow process. And

because all data is stored in SQL tables, data search and

reporting capabilities are extensive.

Intuitive Tools Make Work Easy

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Streamline the processes of adding new users, assigning

user permissions and ensuring only the right people

have access to sensitive information with role-based

security and system setup. Defined in your database,

roles control what data, applications, programs, screens,

menus, records and fields users have access to, and

whether they have the ability to modify/delete

records or simply view records based on their job

within the organization.

Incode protects the integrity of your data by ensuring the

quality as it enters the system. We use advanced data

validation logic backed by tables that ensure your own

business rules. Software can be accessed by domain

credentials or by specific user names and passwords.

With role-based security you can manage users’ rights

and privileges for the ultimate in checks and balances.

• Role-basedsecurityauthorization

allowingtailoredcredentialsforworkflowand

reportingcapabilities

• FullsupportforMicrosoftWindowsActive

Directory,DomainandFormsAuthentication

• Loggingandreportingcapabilitiesonuser

access,includingre-trylockouts,password

policiesandsuspensionofprivileges

• Allowsdelegateauthorizationforbusiness

processesandapprovalpaths

Security User Maintenance and

Role Maintenance Processing

Advanced Role-based Security

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Financial ManagementThe Incode Financial Management solution empowers your school to do more with fewer resources by making financial

management tasks easier and more efficient. You can access tasks and data through intuitive dashboards and user-

defined dashboards that deliver the precise information you need — when you need it.

General Ledger automates routine functions and

provides access to the source document for any

transaction in the General Ledger. The center

of the financial suite, this feature-rich multi-

fund accounting system works in tandem with

core financial applications to allow seamless

management of the flow of revenue, fees and

expenses from other departments into your daily

operations. Users can instantly review and report on

relevant financial information.

Accounts Payable monitors cash flow, manages

disbursements and reduces data entry duplication.

Accounts Payable Integrates seamlessly

with General Ledger, Purchasing, Personnel

Management, Bank Reconciliation, Fixed Assets and

Project Accounting.

Budget Manager is a component of General Ledger

and creates and maintains budgets for current and

future fiscal years, and consolidates budget prep

and analysis in one place. A variety of reporting

options give users the freedom to customize budget

spreadsheets to fit their needs. Budget Manager

allows multiple changes and user-defined scenarios.

Bank Reconciliation reconciles monthly bank

statements to General Ledger cash accounts.

This interactive module automates month-end

reconciliation process and postings — bank

deposits, service charges, interest income, and

returned and cleared checks.

Fixed Assets tracks and depreciates your assets

and related improvements with integration to the

General Ledger. It offers full reporting capabilities

with Fixed Assets reports. Additional features

include the ability to track detailed information for

the asset such as insurance policies, acquisition

and disposition details and maintenance related

details such as asset condition, warranty and

maintenance contracts.

GASB/CAFR Reporter assists an organization when

preparing their comprehensive annual financial

statements in accordance with GASB statements,

including GASB 34 and 54.

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Purchasing provides complete encumbrance

accounting, including printing purchase orders, partial

or full liquidation of encumbrances, and analysis of

open, closed or voided purchase orders. Purchasing

supports an unlimited number of approval levels;

approvals can be order restricted; a change process

can be executed on existing purchase orders. Full

integration with General Ledger and Budgets provides

for commitment accounting and budget checking.

And, electronic workflow of approvals with user-level

General Ledger account restrictions and multiple

approval levels automates the procurement process.

Project Accounting maintains key project details such

as start date, end date, percent completed, project

description and notes. It tracks funding and allocation

for an individual project or multiple projects, as

applicable. Project Accounting integrates with General

Ledger, Purchasing, Accounts Payable, Personnel

Management and Cashiering.

Inventory Control tracks inventory held in multiple

locations, monitors specific usage, prompts re-order

points and maintains average cost of goods, such

as supplies, books, etc. The inquiry option displays

all items with multiple years of history and current

transactions. Integration with General Ledger

automatically reflects receipts and disbursements in

the financial statements. Inventory control optionally

integrates with Purchasing.

General Ledger

Account Manager

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Personnel Management Effective personnel management is more than processing payroll and tracking employee time off. Helping and

empowering staff to succeed takes finding and hiring the right employee for the role, communicating goals and

objectives, establishing policies and procedures and having the right software to do the job.

Incode Personnel Management software can help you improve staff efficiency and reduce costs without duplicate or

excessive data entry. Incode delivers the right tools, functionality and access to data to help you manage staff, your

most valuable asset. This single, centralized system maintains employees’ and related data through their personnel

life-cycle, including application, hiring, career planning, payroll, benefits, reviews, termination and retirement.

Incode streamlines and automates personnel-related processes, data and tasks. User-friendly dashboards and

dashboards allow payroll and human resource staff to customize their processing experience based on their

individual roles. Role-based workflow is customized throughout all modules for user-defined processes for personnel

review and approvals.

Employee Manager

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The Incode feature-rich solution incorporates all

the attributes of a dynamic Payroll application and

comprehensive Human Resources software, and makes

it easy to share information across the Incode platform.

Accident and Injury Claims manages accident and injury

claims covered by workers’ compensation, including

OSHA reportable events.

Employee Self Service empowers employees to access

personal information and pay information documents

via the Internet. They can also request changes to their

personal information.

Payroll Processing provides advanced workflow to give

users the ability to customize their payroll work process.

No matter how many steps you have in your workflow

process, you maintain complete control of which users

should be included in specific levels of the process. The

application supports time clock imports and features on-

screen review of each pay calculation.

Position Control and Budgeting manages personnel on a

position basis and develops budgets for those positions

and related information.

Reviews tracks scheduled review dates, status of the

review, notes of the reviewer, and the next review date.

Time Attendance (Optional) allows employees to enter

time directly through the ESS web application. Time entry

can be completed by individual employees. Employees

may delegate another individual to complete his/her

duties while out on leave, if the need arises. A group

approval screen allows approvers to easily identify the

status of time for each employee, review in summary the

time submitted and approve.

Training and Certification tracks Education,

Certification and Job Function to allow HR departments

to consolidate multiple external data sources, such

as Microsoft Excel and Access® files. That way, all

payroll and HR information is easily maintained in

one database. What’s more, collective bargaining

agreements connect salary schedules, job functions

and benefits to employees.

Payroll Process Detail

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Setting the Standard in Support and ServicesSoftware Support Our unique client perspective offers Incode software users

extensive software support with resources, such as direct

phone support through a toll-free hotline, email access and

an entire website dedicated solely to Incode client support.

Each query is handled by a Certified Support Professional*

(CSP) who specializes in an area of the product, ensuring

your questions are answered quickly and accurately in a

professional and friendly manner.

*CSP certifications are awarded by the Service and Support

Professionals Association.

Consulting Services We offer numerous consulting services. Our experience

with hundreds of local government offices and an in-depth

knowledge of software enables us to provide clients with

comprehensive and effective consulting services. From

software and hardware to conversion, training, and more,

Tyler’s Incode family of products and services is working to

meet the challenges of public sector entities.

Implementation Our implementation record speaks for itself. We have

successfully implemented Incode software applications

at every new customer site — and we have successfully

converted data from every major vendor in the market.

Incode implementation specialists and conversion experts

go the extra mile to ensure that system implementation

is successful and that converted data is accurate and on

time. We are a Microsoft Gold ISV Competency Partner,

and our hardware and system software professionals

provide turnkey solutions for installation and configuration

of your network system.

Training

With a quick and efficient method of training, Incode

users learn how to utilize Incode software effectively in

their daily job functions. Training is provided on-site for

clients to learn to use Incode software in their own working

environment and remotely when applicable. We also offer

continuing education through regional training sessions

and an annual user conference.

Application Availability Solutions Data Disaster Recovery — Tyler OnDemand

Hurricane. Fire. Faulty sprinkler systems. No matter the

reason, when a disaster strikes you want continuity of

processes, such as payroll. Losing your data is a disaster

your district can avoid. Tyler’s OnDemand application

availability solutions can have you back up and running your

critical processes within 12 business hours. This solution

is an option for Incode clients who chose to own and host

their software rather than license it through the Tyler Hosted

Solution which includes Disaster Recovery.

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Technology Employing the latest technology, Incode delivers:

Latest, Proven Technology — From the Ground Up

Incode is a true .NET application, built on the leading

and proven framework from the ground up. From user

interfaces to the business layers and database structure,

the system utilizes Microsoft SQL Server® 2008 databases

and runs on Windows Server® 2008.

Smart Client

Smart Client provides the high performance of a rich-

client model with thin-client manageability. This uses

Tyler resources to manage deployment infrastructure and

to provide intelligent deployment and update services

while reducing the burden of installation. Processing

data is stored on client servers, not workstations, further

reducing the burden of deployment and maintenance.

Optimum Performance through Managed Services

Eliminate downtime and increase productivity with real-

time deployment, issue monitoring and all Incode software

resources management. With one touch, you can ensure

that you will be on the most current version of Incode

software. Your IT department will no longer have to touch

client servers and workstations to download software,

build databases or deploy upgrades and updates.

Automatic alerts to Tyler support for processing errors,

active system monitoring for issues such as un-updated

software and out of balance accounts, and built-in

data protection with daily backup of any chosen data is

included.

Deployment Choices that Work for You Tyler Hosted Solution

With the Tyler Hosted Solution, you essentially lease

Incode from Tyler. All technology hardware and software

maintenance is done by Tyler — you will never incur

costly server upgrades or IT time spent troubleshooting

an issue. Tyler releases and installs all product updates

and new versions in the time frame that is most

comfortable to you. Importantly, your data and operations

are protected from a disaster of any kind because we

host it on our servers with redundant server backup. If

a disaster such as a weather event or sabotage strikes,

you will be up and running within hours — you’ll never

miss making payroll or suffer interruption of business.

Additionally, because it is easy to budget for this service,

unexpected upgrades and updates are eliminated.

Ownership / Traditional License

You purchase the software and host it on your servers.

You are responsible for all hardware, backups, uploading

new features and versions. Planning for recovery of your

data and getting back online after a disaster is your

responsibility. Tyler OnDemand, disaster recovery services,

can be purchased for an additional fee. Upgrades are

part of your maintenance contract. This translates to a

significantly lower total cost of ownership.

Employing the Latest in Proven Technologies to Meet Your Needs

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1.800.646.2633

[email protected]

www.tylertech.com

At Tyler Technologies (NYSE: TYL), we have a single mission: enable

the public sector to be more efficient, more accessible and more

responsive to the needs of citizens. That’s what we do. And that’s all

we do—in partnership with more than 9,000 clients, including local

government and school offices throughout all 50 states, Canada,

Puerto Rico, the U.S. Virgin Islands and the United Kingdom.

Tyler Technologies is a leading provider of information management

solutions and services for the public sector—and Tyler is the largest

company in the country solely dedicated to providing software and

IT services to the public sector market.

Software that thinks like you do.

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