December 2025 25.7.5.0 (December 5, 2025)

EFIN-137522

Enhancements to Advanced Termination Workflow – Deductions Stop Date & Automated Deductions Report

This update introduces two enhancements to the Advanced Termination Request Workflow and available in version 25.7 to improve accuracy and reduce manual effort.

• Deductions Stop Date Field

  • A new Deductions Stop Date field is now available on the termination request screen.

    • The field is blank by default, meaning no deduction changes occur unless a date is entered.

    • When a date is provided, the system automatically updates all active deductions where:

      • The start date is on or before the stop date, and

      • No existing stop date is already defined.

  • Deductions that already have a stop date remain unchanged.

• Deductions Report Automatically Emailed Upon Full Approval

  • After a termination request is Fully Approved:

    • The requester will receive the standard Fully Approved email.

    • The termination deductions report will be automatically attached as a PDF.

The PDF content matches the deductions report generated in the core termination process.

Note

• The core termination process continues to generate the deductions report immediately after termination.

• If an employee is un-terminated, users should review and adjust deductions as needed.

EFIN-140461

Enhancement to Vendor Access Center (VAC) Existing Vendor Registration Process

Feature Summary
Some Customers operate multiple campuses that share the same Federal Tax ID (EIN) but maintain separate vendor profiles and addresses. Previously, the Existing Vendor Registration Process in Vendor Access Center (VAC) restricted registration to one vendor per Federal Tax ID, preventing these institutions from registering multiple related vendors.

What Has Been Updated
VAC has been enhanced to allow organizations with the same Federal Tax ID to register separate vendor profiles using Existing Vendor Registration, consistent with how the core PowerSchool ERP system already operates.

Result
Institutions that share a Federal Tax ID but maintain separate purchasing or AP addresses can now register in VAC without restrictions, improving alignment with real-world vendor setups and preventing registration roadblocks.

EFIN-134461

Streamlined Purchase Order Approvals with Advanced Workflow

We’re pleased to introduce major enhancements to the Purchase Order (PO) Workflow, now deeply integrated with the purchasing module and designed to offer greater control, improved routing logic, and a more efficient approval experience. These updates streamline the journey from an approved purchase requisition to a finalized purchase order.

Key Enhancements in this Release

• Unlimited Approval Levels

  • You can now configure any number of approval levels for Purchase Orders—removing limitations from the legacy workflow and allowing greater flexibility in defining organizational approval structures.

• Conditional Approvals Using 100+ Parameters

  • PO approvals can be driven by a broad set of PO header and line-level fields.

  • This advanced routing flexibility was not available in the legacy system.

• Line-Level Workflow Routing

  • Each PO line can follow a unique approval path based on charge item tagging or other criteria—supporting more precise and granular approval control.

• Consolidated Approver Notifications

  • Approvers now receive a single summary email of pending POs at defined intervals, reducing the volume of individual email notifications.

• Budget & Validation Alerts

  • Approvers are shown real-time alerts on the screen when PO amounts exceed budget thresholds or fail key validations—helping avoid downstream processing issues.

• Flexible Approval Actions

  • Approvers can take the following actions at both header and line levels:

    • Approve

    • Deny

    • Request Needs Correction

• Bulk actions are supported where applicable.

• Delegation Support

  • Delegation of pending PO approvals is now available from:

    • The approval list screen

    • The detail screen

• Improved Approval History Visibility

  • Users can view the full approval trail and pending approver information through the enhanced Approval Status panel. Approvers can also review prior actions taken at their level.

• Post-Approval Notifications

  • Optional post-approval emails can be sent to non-approvers who need to be informed after the PO is fully approved.

EFIN-133423

Workers Comp Distribution Report Needs Employee Counts

The report was changed to add the total employees to the report.

EFIN-139632

Employee Timesheet - FAS

We have added FAS to Employee Timesheets

EFIN-130403

A new BLS report "CES Report" is now available

A new BLS (Bureau of Labor Statistics) specific CES (Current Employment Statistics) Survey Report specific to School Districts is now available under the menu path, HRM → Reports → Payroll → BLS CES Report.

User access / permission is considered for generating this report.

Here’s the link for the online documentation - BLS CES Report

EFIN-126957

Support Tools Access Restored for Regular SSO Users

Some customers reported that Regular SSO users could not access the Support Tools menu, even though they were members of the Admin group in Active Directory. This occurred because Support Tools access was not tied to SSO identifiers in the application.

What Has Been Improved

A new screen called Support Access has been introduced to give districts better control over who can access Support Tools.

How It Works

• The Support Access screen functions similarly to the existing User Access setup screen. (Please check the online help for more details.)

• If a Regular SSO user’s SSO identifier is added to this screen, they will automatically gain access to the Support Tools menu.

• This screen is available only for On-Premise environments.

This enhancement allows on-premise application administrators to directly manage who can access Support Tools without relying on underlying Active Directory group memberships.

EFIN-140095

Import Tool: Fix for Error When Importing Alphanumeric Account Numbers

Previously when importing account numbers that contain both letters and numbers, the system displayed an exception, instead of showing a helpful validation message, which made it unclear what the actual issue was.

What Has Been Fixed
The validation process for alphanumeric account numbers has been updated so the system correctly checks whether an account belongs to one of the valid accounting categories (such as Assets, Liabilities, Revenue, Equity, or Expenditures).

If an account number begins with a letter that does not match any of the valid categories, the system will now clearly notify you that:
“Account is not in any valid list of ranges.”

Result
You can now seamlessly import alphanumeric account numbers. Whenever an account does not fall under a valid category, the system will provide a clear, meaningful message—allowing you to correct the data.

EFIN-140064

Import Tool: Fixed the Certification import issue when loading multiple certifications for the same employee

Previously, when importing certifications, only the first certification for an employee was successfully loaded into the system. If multiple certifications for the same employee were included in the file, the system processed only the first row and ignored the remaining entries. This occurred because the import logic grouped records only by Employee Number and Certificate Number, causing additional rows with different certification details (such as type or area) to be skipped unintentionally.

What Has Been Fixed
The certification import process has been updated to correctly handle multiple certifications for the same employee. The system now:

• Groups records using all the certification fields, ensuring each unique certification entry is evaluated properly.

• Treats certain fields as optional, allowing the import to proceed even when some fields are not provided.

• Skips inserting a record only when all fields exactly match an existing certification in the system (shown as “Record already on file” in import summary).

• Inserts a new certification record when any value differs, ensuring all distinct certifications are loaded.

You can now import multiple certifications for the same employee in a single file without data being overlooked. Each unique certification entry will be properly added unless it is an exact duplicate of an existing record.

EFIN-141523

Manual Check - Fixed Leave Code Anniversary Rollover Not Processing Correctly

Fixed an issue in Manual Checks where the leave code anniversary rollover was not processing correctly when an employee reached a service milestone that should trigger a leave code upgrade.

EFIN-135498

PO generated via Vendor Bidding System now print NET 45 Days as the terms.

In Vendor Bidding, Entry & Processing, Convert Bid to PO, when a bid was chosen & converted to PO, an issue was observed where the purchase order printed had NET 30 Days as the terms instead of NET 45 Days even when there was a custom to override default terms on POs to NET 45 Days from the standard NET 30 Days. This issue has now been resolved.

EFIN-140065

Employee Access Center Error After Resetting Enrollment Status

Resolved an issue where employees encountered a system error in Employee Access Center (EAC) after resetting their annual enrollment status.

EFIN-140134

500 Internal Server When Accessing Employee Access Center

Fixed an issue where employees received a 500 Internal Server Error when trying to access new Employee Access Center (EAC).

EFIN-133928

Vendor Address and Alternate Address Populate While Making Corrections

The vendor address and alternate vendor address fields were being cleared while making corrections after a batch was run. This behavior has been changed so that the addresses remain.

EFIN-133450

Session Handling Improved to Prevent Unexpected Logouts

Resolved an issue where users were unexpectedly redirected to the 403 “Access Restricted” page while working in the system. When this occurred, all open screens would close, disrupting user activity. The session refresh process has now been enhanced to prevent unintended logouts, ensuring a more stable and consistent user experience.

EFIN-137732

Fatal Error on Update Bank Account

An issue with Update Bank Account causing a fatal error has been resolved.

EFIN-135491

Fixed fatal error after invalid data in Purchase Orders by Vendor report

Previously, in Purchasing, Reports, Purchase Orders by Vendor, when a user entered invalid data and clicked "Accept" to generate the Purchase Orders by Vendor report, the system displayed "No records to process" as expected. However, when the user entered valid data after that and attempted to generate the report again with valid input, a fatal error occurred, preventing the report from being generated. After the fix, the issue has been resolved so that after an invalid attempt, users can enter valid data and generate the report without encountering a fatal error.

EFIN-130501

Change Orders Not Limited by Purchasing Defaults

Changes to a user’s permissions could cause change order limits for purchasing, found in the Fund Accounting Profile, not to behave properly. This issue is now fixed and matches the behavior of the Purchase Order Listing screen.

EFIN-139132

Bulk Records Sync from SmartFind Express Failing

Fixed an issue where bulk attendance records from SmartFind Express (SFE) failed to sync with eFinancePlus (eFP) due to timeouts caused by the volume of records.

EFIN-129782

New Employee Access Center Not Sending Employee Change Notifications

Resolved an issue where the New Employee Access Center (EAC) was not sending employee change email notifications.

EFIN-139171

Import Tool: Certification Import Handling Enhanced for Future Dates

Previously, certification import jobs failed if the certification date extended far into the future. This issue has now been resolved, ensuring that certification imports complete successfully regardless of how far ahead the date is set.

EFIN-140185

Secondary positions report criteria persistence

The two Secondary Positions Report has been modified to use multi-dialog functionality to correct issues running different report types.

EFIN-139738

Cannot Void Payroll Check Using Pay Code with Non Cash Pay Time Type

Users can now Void Payroll Check Using Pay Code with Non Cash Pay Time Type

EFIN-139676

Employee Assignment

When adding the CTE Program Type field to the duplicate assignment check. This makes it so that if the CTE Program Type is different between 2 assignments that it will not give a duplicate error any longer even if all of the other fields used in the baseline duplicate check are the same.

EFIN-139053

Update to Precalc Exception Report

The precalc process has been updated to add these exception messages

“CANNOT PAY WITHOUT AT LEAST ONE ORGANIZATION when missing distributions for a rate. This will match with payroll journal exception in payroll processing.”

EFIN-130509

Timesheet Clock-in Issue

The system will prevent employees from clocking in under multiple job classes for the same time period, so that payroll hours are accurately calculated, and employees are not overpaid due to duplicate entries. If a user attempts to clock in under multiple job classes for the same period, they will receive the following message:

You are currently clocked in to Employee TimeSheets. Please clock out before initiating a new clock-in.

EFIN-125729

Staff Rules Permission Issues

The System Administration > SIS Integration >Staff Rules menu option now functions properly for any user who have access to run the option.

EFIN-105193

Invalid error message while validating account number in import attendance

Now gives the information that is incorrect for the account.

EFIN-131723

Location Activity totals issue in Location Activity Accounts Fiscal Summary Report

In Student Activities, Reports, Location Activity Accounts Fiscal Summary Report, a calculation mismatch occurred in the Prior to Date totals. This issue has now been fixed, and the report correctly calculates the Prior to Date totals.

EFIN-139547

Import load file option

If you click the import file button twice and on the second time don’t select a file then it caused a fatal error. Fixed the fatal error.

EFIN-136029

Position Change Request

When unchecking Position Title, Position Location, or Position Status then revert the data back the way it was before it was checked.

EFIN-136238

Future pay rates deletion performance

Deleting multiple future pay rates now processes faster.

EFIN-136907

Employee position transfer FTE update

The entered position FTE during employee position transfers no longer defaults to 1.0 when updating future pay rates for the new position. It defaults to the FTE for the position being transferred to.

EFIN-140140

Position Lookup Ignoring User Selected Location

Fixed an issue where the Position Lookup on the Position Requisitions screen ignored the user-selected Location, causing inaccurate results and timeouts for districts with larger data sets.

EFIN-105193

Invalid error message while validating account number in import attendance

When Importing Attendance was getting an invalid error message on the account. Now gives the information that is incorrect for the account.

EFIN-138738

Default FTE terminology standardization

Default FTE terminology has been standardized for position change requests between Personnel Budgeting and Human Resources.

EFIN-134593

Purchase Orders with Final Approval are now protected from modification

Fixed an issue where Purchase Orders could be modified after being closed, finalized, or receiving final approval. The system now prevents any changes to Purchase Orders once they have reached final approval status. Users attempting to modify a finalized Purchase Order will receive an error message stating "Purchase Orders with Final Approval cannot be modified."

EFIN-127336

Fixed Account Title on Organization Charge Summary Report

Fixed issue where an incorrect account title is showing on the Organization Charge Summary report when using the full account structure.

EFIN-139707

SmartFind Express Canceled Jobs Being Posted

Fixed an issue where canceled jobs from SmartFind Express (SFE) were being posted in eFinancePlus (eFP), which could cause overpayments and data errors. The integration process has been improved to exclude canceled and pending records during posting, preventing incorrect attendance entries.

EFIN-140497

Information not getting saved while Tabbing through fields

When the user enters a value into a field and hits tab, there was no validation performed and the data was not retained. This issue is now fixed

EFIN-140257

Copy Pay Rate Changes to Future Pay Rate

Correct a flaw where the copy of a live pay rate change to a future pay rate caused the charging to disappear in future pay rates for non-position control pay rates.

EFIN-139894

Position History Not Updated Correctly

Corrected how the history is updated when a current position is ended.