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Substitutes

- The Substitutes section allows users to manage the list of substitutes by adding or removing users.

ManageClientSubstitutes

Adding A Substitute

- Click the Add Person Icon to add a new substitute to the list.

- Click the InviteUsersIcon to invite new or existing users to join the Regular Staff unit. A single user can be invited or an excel sheet can be uploaded to mass invite users. Uploads should have column headers: Email, LastName, FirstName, BirthDate, SSN4, EmployeeId(Optional).

SingleUserInvitation MultiUserInvitation

Edit the SMU's Authorized Preferences For A Substitute

- Click the Edit Pencil Icon icon to view/edit the SMU's authorization for the selected substitute.

SMU Substitutes Preferences

- The SMU can select which assignment categories the substitute is eligible for. The column on the right show the assignment categories that the substitute has preferred. The SMU's preferences are then used by each location so they can set which of the SMU authorized assignment categories the substitute can work at that location. The Location can not select any assignment categories that the SubManagement Unit,SMU, has not authorized.

- If a substitute is authorized to be a 'Teacher', they are also eligible for all teacher types: 'High School Teacher', 'Middle School Teacher', 'Elementary School Teacher'.

- If a substitute is authorized to be a 'Paraprofessional' they are also eligible to be a 'Teacher's Aide/Attendant'. If a substitute is authorized to be a 'Teacher's Aide/Attendant' they are also eligible to be a 'Paraprofessional'.

Edit Substitute Payroll Information (If Available, must be payroll admin)

- Click the Payroll Icon to edit a user's payroll information.

Substitute Payroll Edit

Promote User In Sub-Management Unit

- Click the Promote Person Icon to promote a user to a manager of the Sub-Management Unit.

  • Promotion may include additional responsibilities or permissions.

Remove Substitute

- Click the Trash Can Icon to remove a substitute from the list.

  • Confirm the action to finalize the removal.