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Classification Profiles

A classification represents a specific subject, work assignment type, or position. You can use classifications to:

  • Match substitutes skilled in an area with absences or vacancies in that area.
  • Print reports on select personnel.
  • Create priority lists.

An employee must have at least one classification in their profile. When the system searches for a substitute for an absence, the employee's classifications determine which substitutes are eligible for the job and the order in which substitutes are called. When an employee has multiple classification codes, the employee selects the classification that applies to the absence.

Substitute profiles use classifications to indicate subjects or positions they prefer or are certified to teach.

Add a Classification

  1. From System Configuration, choose Classification Profiles.
  2. Click New.
  3. Complete the fields as needed. Refer to the Field Descriptions on this page.
  4. Click Times if you want to assign specific callout times for each day. Click Submit.
  5. Click Save.

For new classifications, you must also create a telephone voicing.

  1. From Telephone, choose Telephone Voicing.
  2. Select Classifications for the Type, then click Search.
  3. Click the ID for the new Classification.
  4. Call the system and enter your Access ID followed by the star key, enter your PIN followed by the star key.
  5. Press 5 on your telephone keypad to record system voicing.
  6. Follow the prompts to record and replay the recording.

Manage Classifications

  1. From System Configuration, choose Classification Profiles.
  2. Enter the search criteria, then click Search.
  3. Click the ID for the record to modify or delete.
  4. Edit the fields as needed. Refer to the Field Descriptions on this page.
  5. Click Save.
  6. To remove a classification, click Delete. Click Yes.

Field Descriptions

Field

Description

Search Rule

The default is blank. If you do not choose a search rule, there will be no callout on the job, and substitutes cannot be requested or prearranged.

Search Type

This determines which substitutes will be called first when there are multiple substitutes on the same sub-list and level. 0 is the default search type offered for each new classification. Select the following:

  • 0 does not guarantee all substitutes have an equal chance at receiving a call first.
  • 1 ensures the most equitable distribution of calls to substitutes over time.
  • 2 allows calls from the same level on more than one job at the same time, so use caution with this option since the system can skip substitutes for one job because they were already considered for another.
  • 3 is the best option for districts that call by seniority.

As best practice, select one search type and use it for all classifications. This aids in the process of performing a system analysis.

Pay Rate

The pay grade a substitute receives for working a job with the classification. The system assigns the pay rate to the job and displays on job reports and export formats.

Start Callout_ minutes before Job Start Time

Number of minutes before the start of the job for calling to begin. Valid values are 0-1440 minutes (24 hours). Enter zero to make this field inactive. This feature is useful for classifications that typically require being at work before or at the start of morning callout.

Work Unit

The number of minutes that represent the shortest unit of time for which a substitute can be paid, from one hour to a full day.

Work units are assigned by classification code. A work unit is a unit of time that represents the shortest amount of time for which a substitute can be paid. A work unit can range from one hour to a full day. Work unit length is the minutes that represent the shortest amount of time for which a substitute can be paid. For example, in many locations, substitutes are paid for a half-day for any amount of time they worked on the same day (even if less than four hours). When creating a new classification, you are required to enter the work unit length.

Long-Term Job

A job that equal to or longer than the number of work units for the job.

Work Day Length

The workday length of the job in minutes.

Select Warn during job creation to have a warning message displayed during job creation when the workday length for the absence exceeds the workday length of the job classification. You can still create the absence.

Select Block job creation for employee to set a block on job creation for employees when an absence exceeds the workday length of the job classification.

Minimum Job Duration (MJD)

This prevents a substitute from being assigned to the first day of an absence for specific classifications. When the MJD for a classification is set to any number other than zero, the system verifies if all absences entered for that classification are shorter than the MJD. Absences that are shorter than this limit are marked No Substitute Required - MJD.

Absences that equal or exceed the limit divide into two jobs, each with a different job number. The first job, for the beginning of the absence, is marked No Substitute Required - MJD, and is one day shorter than the MJD setting. The second job, for all remaining days of the absence, is created as per the user's specifications, unless affected by other system criteria.

Substitutes on a location's Automatic Assignment list will not be assigned to any absences shorter than the MJD limit for the absentee's classification. However, they can be assigned to the portion that is equal to or exceeds the MJD limit. Also, the MJD feature overrides a request for a specified substitute, or an attempt to prearrange the absence for any portion of an absence that is shorter than the MJD for the absentee's classification.

The MJD feature applies when a job meets the following conditions:

  • A substitute is required for the absence.
  • The Classification Minimum Job Days option is selected on the absence reason.
  • The Assign a sub after __days field on the Classifications page for the employee's primary classification is set to a number greater than zero.
  • The absence is not a long-term job, as determined by the Long-term job units field on the Classifications page.
  • The employee's classification uses a search rule.
  • Use Minimum Job Duration is enabled in the search rule.

The value for Assign a Sub after __days is the minimum number of days before a job with this Classification can be assigned to a substitute. The values are 0-99 days. If left blank, this feature is not active.

Daily Work Schedule

Maximum value to report is the maximum reportable minutes in a day that the system accepts for the Classification on a Verified job record in the substitute time worked field on the Import record. When a job is being verified, the system compares the substitute time worked field to the maximum value to report value. If the substitute time worked field exceeds this value, the following rules will apply:

  • If the verifier or user has Job Override permission, set the substitute time worked to the maximum value to report or continue as entered and verify the job with the exceeded value.
  • If the verifier or user does not have Job Override permission, the user must modify the substitute time worked field to be equal to, or less than the maximum value to report, before the job can be verified.

Unpaid break is the amount of unpaid time allowable for a Classification. This deducts after a specified amount of time has been worked on the job. The system automatically calculates whether the job duration or substitute time worked fields should have the break time deducted if a value is entered on the Classification record for when to apply the unpaid break. This applies to Classifications, not to Classification Groups.

Applies after working is the number of minutes that should be worked before the unpaid break can apply. The system automatically calculates whether the job duration or substitute time worked field should have the break time deducted if this value populates.

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