Utilizing the Primary designation for Substitute types.

Modified on Thu, Apr 25 at 3:21 PM

The District can designate any sub type that is assigned to a staff member as "primary".  When a staff members has a primary Substitute Type defined, when the Auto Assign Type and Position button is activated on the Pay Subs tab, the primary substitute type will be selected and set by the task (the district will always have the ability to manually select a sub type other than the pre-selected primary type).  




Setting the Primary Substitute Type (individually)

Navigate to the staff members Demographic tab and click on the Green check-mark for the Substitute Type that you want to be primary.  Alternatively, you can click on the "paper" icon and you can make the primary designation in the pop-up window. 




Mass Setting the Primary Substitute Type

You can either create a staff list, or, perform a search on the Personnel tab and then immediately navigate to the Personnel  >>>  Mass Change tab.   You can either select the staff list that you created or perform the task based on the results from the last search.  


Select Substitute Types  for the Data to Change, select the sub type that you want to set a primary for all effected staff and set the Action to Make Primary (The Board Approved Date field can be left blank).  Then click Simulate / Apply changes to process the mass designation of Primary Sub type.




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