In 2001 we decided that there must be a better way to solve important problems like creating the budget for our client schools. A way that allowed you to make changes and see them instantly updated. Software that would not only produce great reports but give us an intuitive way of working that also produced great results.
Here are a few reasons why schools choose clickPlanner.
We don't like menus and complicated options. But the software you choose can be useful and powerful without requiring complex training courses.
clickPlanner has a very low training requirement and indeed many users find it very easy to get going and can produce their first budget in just a few hours. We achieve this by dumping menus and providing simple routes to the areas you need. Wherever possible we use plain English, remove obscure icons and test rigorously in conjunction with our schools.
clickPlanner has built-in help and we provide free email support. But we don't think you will need to use either very much.
We calculate your salary budgets using payroll rules. So now your payroll reports will be closer than ever to the original budget for each employee.
Use your clickPlanner reports to check your payroll reports each month. Ever struggle with calculating a support employee budget with multiple jobs? We have that covered.
When you are responsible for providing management reports, a single change on a spreadsheet system can trigger all sorts of potential problems from formula errors to reporting inaccuracies. clickPlanner budgets are all joined up - when you enter a budget you can immediately see the overall budget picture in CFR, costcentre, usercode or fund format. Every change automatically updates the system and there is no repetition.
And when you first start we will load your chart of accounts into clickPlanner. The budgets you produce will match the code on your accounts system.
When salaries change we supply a salary update file. Once imported all your salaries are updated. There is no extra input required. In one stroke you have a new working budget that has
...and there's much more. See the clickPlanner page for more information.
From our experience of working with schools we knew there was a need for an HR module that focused on generating powerful reports from straightforward input forms.
Along with the usual range of standard HR fields we provide a way to capture events for each person. Whether that’s attendance on a course, obtaining a qualification or an absence, the details are easily input and then feed into a variety of useful reports.
Here are a few reasons why schools choose clickHR:
Each employee’s details are spread out over a simple tabbed form to capture all basic details.
As key events occur, like a review, course or absence these can be easily entered to form a ongoing history that can be sorted by any field.
With 17 reports (and 7 covering absences) you can get a snapshot or summary of any individual or group. The Full Sickness Absence report can filter on current or all employees for any date range you care to analyse.
clickHR has built-in help and we provide free email support. But we don’t think you will need to use either very much.
All schools are required to keep some form of record of the schools assets in order to comply with financial procedures, audit requirements and FMSiS.
It's an easy thing to overlook but with clickAssets there is a straightforward way to log thousands of assets.
If you haven't got an asset register then clickAssets will let you get up to speed very quickly.
Click Create and enter some key details; description, costs, serial and asset numbers.
Because you can create any number of locations for recording assets, along with explanatory notes, you can produce detailed or summary location reports. Hand this to your Premises Officer and they can update the asset details by visting each area.
Display assets using the estimated replacement data report will give you a chronological rundown of when you should be expecting to incur new expenditure. This can also help with preparing your budget using clickPlanner.