Substitute Inquiry and Reports

Menu Path: From Administrator, select Profile Inquiry/Reports. Choose Substitute.

Use this page to access information on multiple substitutes once. This may be useful to print a report containing information on multiple substitutes, to edit several profiles at a time, or to export substitute information.

Substitute List

You can perform searches using the default search options or by entering specific search criteria. Select any combination of search criteria and choose a sort sequence, then click Search to display the Substitute List. To further restrict the search, click More Search Options. The Classification, Location, and Certification searches allow up to two choices. The choices must be present in the substitute's profile. The following section provides a description of each field.

Use the Available On field if searching for available substitutes for a specific date. Enter the desired date and times.

The recommended settings for using Available On are as follows:

• Status = Active
• Available for new jobs = Yes
• Registered = Yes
• Has permanent daily availability for the date and time specified
• Does not have a temporary period of unavailability for the date and time specified
• Does not have any date flagged as "used to expire" with an expiration date earlier than the date specified
• Not currently assigned on the date and time specified
• A "Do Not Call" has not been set for the date and time specified.

You can view, edit, and export profile information depending on the administrative setup of the administrator or operator.

1. Click the Name of a profile to display the Modify Profile page.
2. View or edit information as needed.
3. Click Save.

Create Substitute Inquiry Reports

1. Click Create Report on the Substitute Inquiry and Reports page.

2. Select the report options for the detail report, substitute labels, and substitute list report.

3. In the Detail Report section, click View Report.

Substitute List Report

This option allows you to create a report for daily availability and unavailability dates for all substitutes listed on the substitute list.

1. In the Employee List section, select the report options.
2. Click View Report.

View Substitute Statistics

Statistics display for all substitutes listed on the Substitute Inquiry list.

1. Enter a date range for the statistics.
2. Click View Report.

Export Substitute Information

Not all substitute information can be exported. There is not an export for the locations, classifications, and priority lists on a substitute's profile.

Use the Export feature for the following:

• Export data to a text format for use with other software.
• Reimport the text file into the system after updating certain fields.
• Use with mail merge software to produce letters.
• Compare data with Human Resources software.
• Prepare an annual deletion file of employees that are inactive.
• Mass update employees to a new calendar.

Click Export and follow the screen instructions to download the file.