SD inSITE Software

PRIMARY CONTACTS: John J. HucklePatrick B. Armknecht CPA,CITP

SD inSITE is a web-based application that provides employees, and other individuals associated with your organization, a central location where they can submit and retrieve information. Built-in utilities allow for direct export of your critical data at any time to interface with your accounting software, payroll software, or a third-party payroll processor.

Our automated workforce management tool can assist your organization with a number administrative functions including:

STAY INFORMED

SD inSITE Stay Informed is comprised of SafeTrack and PolicyTrack, which can be used together, or independently of each other, to keep your employees well informed of policies and mitigate health risks in order to keep your organization, clients and vendors safe.

SafeTrack allows organizations to collect, track and securely store health and contact tracing data from employees on a daily basis. PolicyTrack enables organizations to ensure employee policies are reviewed, signed and tracked in an automated and paperless manner.

Download the SD inSITE Stay Informed overview to learn more. 

TIME ENTRY

SD inSITE gives supervisors and administrators a clear view into the amount of time being worked in a given pay period, allowing them to guard against excessive overtime charges. The daily time entry feature offers managers the ability to forecast anticipated overtime based on hours worked to date and has a built-in overtime feature, which allows employees to request time in advance to prevent any surprises. You can also track government lobbying activities to assist in keeping track of registration requirements on a quarterly basis. View a demo to learn more.

EXPENSE ENTRY

Individuals can submit work-related expenses with attachments from emails and scanned images from their phone. SD inSITE allows these expenses to be approved online from anywhere and can export to payroll, accounts payable and billing systems to eliminate double entry of data.

PAY STUBS AND TIME OFF

SD inSITE provides a secure system for employees to access pay stub information from any computer and allows users to view current time off balances anytime, in real time. In addition employees are able to request time off from anywhere, and supervisors can approve via email once requests are complete.

DOCUMENT PORTAL

The portal allows users to view documents and organization wide calendars, as well as disseminate required forms or questionnaires which can help streamline onboarding and training processes. SD inSITE assures documents are securely stored and transmitted with encrypted connections and shifting to digital document management helps to eliminates postage, shipping and printing costs.

IREQUEST

SD inSITE simplifies the purchase-request process by defining the process upfront. The moment a request is made the approver is notified, and the requestor is notified as approvals are being made in real time. Our software consolidates associated documentation, packing slips, invoices, quotes and backup, are stored under the associated request, and can be accessed by the requestor, approver(s) and administrators at any time during, and after, the approval process. In addition SD inSITE can track when items on a request have been purchased, received (and delivered if necessary) by requestors and reported on by approvers and administrators.

Pre-existing interfaces have been developed for ADP, Sage 100 ERP, Abila Fund Accounting (formerly Sage Fund Accounting), Sage HRMS, Sage Business Works Gold, Paychex and Ceridian.

Related Resources

About SD Digital

SD Digital helps organizations translate technology to transformative change and realize the best version of themselves. With a forward-thinking cap and digital lens, we empower organizations to realize the art of the possible with the power of digital through business-focused and technology-enabled solutions, built on an unwavering commitment to practicality, speed to market and the user experience.

Learn more on our dedicated Schneider Downs Digital page or contact the team directly at [email protected].

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Our Clients' Thoughts On Schneider Downs

"We have built a solid working relationship with Schneider Downs since they became our firm accountants in 2018. The knowledge of our firm's accounting systems has grown over the years and Schneider Downs plays an important role in providing accounting services and providing guidance to our firm."

"relationships with Tax & Audit staff are phenomenal - they answer and are attentive when we have issues and provide timely responses"

"SD has excellent technical skills as well as an excellent understanding of our business. We can talk openly about our business."

"We have experienced consistently good client service over 5 years running now."

"Because they do all of the above..well!"

"Strong customer focus"

"Trusted advisor which adds value to the relationship."

"We are a long time customer and value the service provided."

"SD has been a great partner and provider for us. They fit our business size and demands well. Very professional and friendly staff.

SD is also practical when solving problems and issues."

"All of the Schneider Downs associates we deal with have been very good to work with and I would recommend them to any of our network for excellent accounting services."

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