edsembli Support

Compensation 7

• Ontario Minimum Wage Changes 2021
• Configuring Future Salary Grids and Remove Erroneous Grids
• Error: No Group records Exist Covering Salary Record
• Ontario Bill 124 Retro Changes Process Overview
• Troubleshooting Allowance DNP Entitlement Calculations

View all 7

HRP System 6

• K212 HRP Application keeps crashing.
• HRP Error SOAPaction HTTP Header
• Space Management Purge Functionality
• K212 Error – Temp Folder and Access to the Path Denied Troubleshooting
• Module Locked for Editing by [USER.NAME] - how to fix

View all 6

PAYROLL 18

• Accidentally confirmed pay for one Employee.
• Accidentally confirmed pay for the whole group.
• Unable to post Timesheet Batches in K212 HRP Application.
• Vacation Pay not Calculating during Pay Run
• STAT HOL 2 Method Setup

View all 18

OTIP 16

• OTIP Classification Code not showing under Position Report
• OTIP Temp Casual Members not loading on MPL File
• How to Configure Annualized Salary for OTIP
• OTIP Termination Code Mapping Best Practices
• OTIP Member Record not Loading Configuration Checklist

View all 16

OCT 1

• OCT Upload Master Document

OMERS 3

• OMERS NFT Knowledge Article
• OMERS NFT Manual Patch Fix
• OMERS Calendar Year Reporting Package Setup Instructions

OnSIS 1

• HRP OnSIS Overview

EFT 1

• EFT ERROR Converting Data Type Numeric to Decimal

Patch Releases 1

• Patch Links no longer Supported

COWAN 3

• Salary not Populating on COWAN Non-Active Report
• COWAN Member Not Loading Checklist
• COWAN Incorrect Termination Codes Populating

Portal 9

• User is Unable to Edit Personal Information in Portal
• HRP Portal Absence Entry SETUP Whole Process
• HRP Portal Timesheet Entry SETUP Whole Process
• Troubleshooting - User Doesn't See Options in Portal
• Offence Declaration – Digital Signature Process Overview

View all 9

T4 6

• Native Status T4 Box 71 SETUP
• T4 Box 94 95 Setup Overview
• T4 & T4A Generation Error: The File Exists
• Generating, Publishing and Amending T4 & T4A Forms
• P55 Workaround - Box 26 CPP Gross as 68,263.99

View all 6

ROE 3

• ROE Troubleshooting Document
• How to Upload ROE to Service Canada
• Print ROE Troubleshooting – Error: Must be Non-Negative

Google Authentication 2

• HRP Google Authentication Setup Documentation
• How to Remove Google Authentication

Staffing 1

• Authorized Indicator = C Information Article

Board Control 1

• Employee Group Code Naming Conventions and Considerations

DNP 1

• Configuring Days Not Paid when Deductible Hours are higher than Contract Hours

General + UPDATES 6

• End User Ticket Closure Process
• [UPDATE] Refer to Patch Forum for Patch Release Notes
• Scripts + Steps to Scramble Backup Data
• Ticket Submission Template & Helpful Information
• [Bill 124] Benefits/LTD Handling Methods

View all 6

Benefits 2

• RBC Benefit MPL File Overview & Setup
• T4 Dental Benefit Process Overview

Absences 4

• Absence Auto Allocation - Error Converting Data Type Numeric to Decimal
• Absence Batch Not Posting
• Absence Year End Process Overview
• Best Practice when Configuring New Absence Groups

CNS 2

• CNS Process Overview: Config, Setup & Projection
• CNS Projecting Benefits Process Overview

CUPE 2

• How to Configure CUPE Work Status R = Recall Status
• CUPE Allowance not added in MPL Annual Income

CPP 4

• 2024 CPP Second Tier Enhancement Process Overview
• CPP2 in T4 Year End Process Overview
• How to Setup CPP Adjustment Deduction Code
• New Employee Group CPP Calculations

[Calendar] Year Start 4

• 2024 Statutory Deductions Rates Process Guide
• Create Statutory Deductions Error
• 2025 Statutory Deductions Rates Process Guide
• July 1st 2025 Tax Bracket Revision Process Guide

Accounting 1

• Payroll Accounting BAS File Process Overview

Timesheets 5

• Timesheet Import, Upload & Batch Process
• Replacement Timesheet Upload File Workaround
• Removing Employee from Imported Exception Timesheet
• Import Profile Maintenance Header and Trailer Configuration
• FOREIGN KEY Constraint Error on Timesheet Update Import

Appraisals 2

• Appraisal Setup Configuration
• Employee Appraisal Results Form Tab Setup

Workflow + Best Practices 3

• PAY2PAY Process Best Practices Guidelines
• Best Practice to Avoid Record Locks
• PVP Calendar Change Process Overview

STAT HOL 1

• STAT HOL 2 Retro Payments Guidelines

[Calendar] Year End 1

• [YEAR END REPORTING] Reporting Menu > Annual Reports

OPC 1

• Mass Update Position Control Overview

PAYROLL > Troubleshooting 7

• Troubleshooting High Tax on Remedy Payment in Pay Run
• Troubleshooting Overtime OT Shift Rate GL Issues
• Troubleshooting Pay Period Calendar (Import) Issues
• Troubleshooting Recovery Pay Issues
• Troubleshooting Slight Tax Variation on Identical Employees

View all 7

Administration 1

• How to Create New User Access Types for Groups

EI 1

• How to Make Hours on Exception Timesheet Insurable for ROE

Debit Pay 1

• Troubleshooting [OLD] Debit Pay Including Incorrect Employees

PAYROLL > Reporting Menu 1

• Troubleshooting Missing OECTA File Members

PAYROLL > Overview 7

• Detailed Payroll Accounting File Process Overview
• How To Run Pay and Troubleshoot Pay Run Information
• Pay Period Calendar & Pay Details Configuration
• Pay Calendar Export & Import Process Overview
• REVCAN Code Configuration and Setup

View all 7

[School] Year Start 1

• HRP New School Year Configuration

[On Premise] Process, Setup & Help 1

• How to Unblock Files after Patching Process

Ticketing System FAQ 7

• What is the escalation procedure if there is no timely response or resolution?
• I can't see other boards' tickets? Why?
• What does the Status of my Support Ticket Mean?
• Severity or Priority Rating
• Forgot Password - for Keous Service Portal

View all 7

Ticketing System Help 7

• Portal Demo
• Check your ticket status
• Searching Solutions and Forums
• Screen capture software
• Accessing Edsembli Support

View all 7

Edsembli Agreements and Policies 3

• Edsembli Product Service Level Agreement - April 5, 2021
• Edsembli Agreements and Policies
• Edsembli SOC 2 Compliance Reporting

Cloud Learning 4

• Accessing Edsembli Cloud Learning
• How to log in to Cloud Learning
• Cloud Learning Edsembli HRP - Human Resources Catalogue
• Cloud Learning Edsembli HRP - Employee Self-Service (ESS) Catalogue

Edsembli | SIS 12

• Accessing Edsembli Online SIS Manual
• questions for creating/adding a new school in edsembli SIS
• Potential Ontario Scholar Report
• Connect Teacher Setup and Digital Documents
• Student Import

View all 12

Edsembli Price List 1

• Edsembli Price List

PandaDoc 1

• PandaDoc - Decline a Quote or Unsubscribe from Reminders

Edsembli SFTP 1

• How to Login into SFTP

Product 2

• Edsembli Product Roadmap
• Edsembli Feature Releases

Accounts Payable 3

• Cancelling an EFT pay run
• Modifying an authorization before finalizing
• Paying invoices via PCard

Accounts Receivable 3

• Cash close with holding accounts
• Adding a new cashier
• Cash receipt printing not using selected form - Version 1.24

Batch 3

• Batch Code Addition - cannot enter two batch codes in a row
• Batch balancing - Download Attachments only brings back one
• Batch balance report not displaying all transactions in batch

Budget 3

• Budget Holder Approval
• Budget Security Changes
• Budget Import not saving reference or description

Cheques 1

• Electronic cheque reconciliation should be able to handle delimited files

General Ledger 3

• Wrong Account Type Selected in Previous Year for G/L
• Invoicing against POs from different years
• Year End

Invoice 3

• Remove ability to post invoices to closed POs – 75640
• Recording auto-paid invoices
• Deleting an invoice

Journal Entry 1

• Reversal Journal Vouchers

Project 0

Purchasing 5

• Unable to Print P.O. in Purchase Order Inquiry
• No option to email on PO creation
• Purchase orders where outstanding not equal to amount less invoiced
• Reopening a closed purchase order
• Purchase order report by description

Queries 1

• Cheque information not viewable in Drill Down Query

Requisitions 1

• Requisitions created by requisition approvers are approved automatically.

Stock 0

Vendor 3

• Vendor Purchase Order preferred delivery method data changed
• Social Insurance Number not accessible
• Vendor Merge

Custom Reports 0

Dashboard 1

• Enhanced Dashboard Features and Configuration

Settings 3

• Error when changing accounting period
• How to add a new alias element
• Journal Entry Export – Generating data for auditors

System/Other 2

• Maintenance of auditing database
• Adding attachments in inquiry mode

DB Export 1

• Using DB Export to retrieve data

DB Import 1

• G/L Import - types

Security 0

PAYROLL 3

• Tax Option 1 vs 2
• Edsembli HRP Walk Through
• 2025 Statutory Deductions Rates Process Guide - 5.2 portal

CNS 1

• CONTRACT NEGOTIATION SYSTEMS (CNS)

Expense Module 3

• Expense Module Setup and Workflow
• Expense Full Setup Process Overview
• Adding GST Amount in Employee Expense Export & ‘Tax Override’ in Finance DB Import

HR - Staffing 15

• Staff Management > Employee Information - ERROR Original Start Date Input not Valid under New Position
• How to Set Duplicate Employee as Inactive
• Configuring Relationship Status for Add New Employee Wizard
• Configuring New Activity Codes
• Adding Salary Grids Categories

View all 15

System 5

• Viewing Employee Names in Portal Permission Group
• COMPLETE Security Access Setup Process
• How to Assign Locations Based Permissions
• Edsembli HRP Portal Account Access Setup
• Install Service Bus 1.1 With TLS 1.2 Support for HRP

Integrations 1

• Edsembli FIN & HRP GL Account Integration

Platform Maintenance 1

• How to Empty Cache and Hard Reload after Deployment

General + UPDATES 2

• End User Ticket Closure Process
• Edsembli HRP Dashboard Configuration Setup

HR - Benefits 2

• HRP Allowance Breakdown & MPL System Calculations
• Benefit Board Amounts dropping off Pay Register Fix

HR - Board Control 5

• How to Configure Absence Accounts
• Solution Article: Setting Up Allowance Codes
• Updating Salary Grids for New School Year
• Setting Up Certification/Qualification Codes
• How to open your EDAS csv file without dropping all your leading zeroes

HR - Inquiry 1

• How to Configure Qualification Report

Jurisdictional - AB 2

• LAPP Seniority Service Setup
• ATRF Setup, Configuration & Calculation Process Overview

Jurisdictional - BC 2

• PEBT Setup Process Overview
• EDAS Process Overview

PAYROLL - Employee 1

• RRSP Deduction Setup & Pay Period Details Configuration

HR - Absences 2

• Create New Absence Group from Existing Absence Group
• Posted Absence Short Term Sick Leave/ Days Not Paid

PAYROLL - Board 1

• REVCAN Code Configuration and Setup

Workflow + Best Practices 2

• PAY2PAY Process Best Practices Guidelines
• COMPLETE New Group Setup Config

ESS - Profile 1

• Profile Change Approval Process Overview

PAYROLL - Reporting Menu 1

• REVCAN Liability Report Overview

PAYROLL - Cheque Process 1

• Generating EFT & Web Pay Statements

PAYROLL - Accounting 1

• Generate Payroll Posting File for Finance

Benefits - OTIP [ON] 0

WELCOME 1

• New Customer Welcome Package

EMPLOYEE > Personal 1

• T1198 Enhancement Process Overview

PAYROLL - ROE 2

• ROE Workflow Process Overview
• Troubleshooting ROE Not Issued - EI Data Record Missing Error

Connect 28

• CONNECT Account Setup: STEP 1- Groups
• CONNECT Account Setup: STEP 2- Generate Accounts
• CONNECT Account Setup: STEP 3- Logging in for the First Time
• CONNECT Account Setup: STEP 4- Send Out Account Info
• CONNECT Account Setup: STEP 5- Publishing Digital Documents to the Portal

View all 28

Web Admin 38

• Correlate in edsembli 1.0
• First Line of Mailing for Consequence Letter
• Attendance Contacts notes Ontario Only
• OSBIE error
• Achievement-Completed Courses :Adding classes and final marks to completed courses by grade

View all 38

Online Forms 9

• Expectations for a New Online Registration Form
• Expectations for Clients Migrating From Easy Register
• How to clear Easy registration forms so Edsembli forms show
• How to clear already processed registrations
• How parents view Online registration forms

View all 9

Fees 0

Report Cards 11

• [Ontario Report Cards] mark showing as Final and not as Mid-term/First
• Report Cards Printing Blank (Solution)
• Nunavut - Report Card first page not printing or half printing
• Creating a Centralized Comment Bank for Teachers
• How to Access Board/School Comment bank

View all 11

OnSIS 24

• Assigning FSL to one or many students for reporting periods
• How to send up batch files correctly to OnSIS
• How to Request your CSV files from the Ministry
• Pre-requisites for OnSIS - All Schools
• June Submission - Secondary Checklist

View all 24

PASI 29

• Enable / Disable PASI
• PASI Tools - Board Level
• PASI Manager
• PASI - Student Record Push/Pull & Alerts
• Non-PASI Grade

View all 29

Solution Articles 224

• Difference between Outcome programs within Incidents.
• Changing a student’s SHSM pathway
• Removing a Date from the Calendar
• Why and Why Not a Dual Credit Course counts on your Secondary Average Class Size Report
• OSBIE – Cannot submit incident

View all 224

Extracting Data 3

• Exporting Data Using Quick Reports
• Mathematics data for Achievement Action Plan
• How to create a Quick Report using Advanced search

Attendance 2

• Attendance Notes Card reduced to 10 records
• Previously searched list saves options selected

Data Definition 1

• Report Data Views and Data Definitions

Setup and Configuration 4

• Edsembli External IP Address for your Email Providers
• Setting Up Your Own Email Provider (Gmail / Office 365)
• Payment of Other pupil fees drop down
• Step-by-Step Guide to Configuring "Less Secure App" to OAuth for Email SMTP Settings

Student Tools 2

• Assign Classes via Excursion Group
• Early Reading screening - Assign all of a field

Report Designer 4

• Step 0 - Preparing for Custom Reports in Report Designer
• Step 1 - Opening and Saving Reports
• Step 2 - Using the Table Tool
• Step 3 - Row Grouping and Page Breaks

Achievement 10

• Adding classes and final marks to completed courses
• Transfer Marks and Comment from one Term to Another
• Assign achievement profiles to classes
• How to remove assigned achievement profiles
• Achievement profiles not assigning all classes

View all 10

Scheduling 1

• Elementary - How to delete all classes – Next Year

Third Parties/ Webservices 3

• One Roster User Setup and Base URL
• AB -Problem with WebService being interrupted during GetStudents pull
• Acadience import for ERS Screening

Website Information 1

• How to Find Product Webinars on Edsembli

IEP Module - SIS 0

Accessing and Logging On 3

• Cloud Learning Edsembli Finance Catalogue
• Cloud Learning Edsembli HRP - ESS Catalogue
• Cloud Learning Edsembli HRP - HR Catalogue

Company specific content 0

Online Registration 2

• Chargeable Online Forms
• Internal - Setting up Notifications once registration is submitted

New School setup 1

• New school setup