When entering an Absence - from Admin or from the Employee Portal - there is a 'Need Substitute' toggle associated with the Absence. This toggle will automatically be set to either Yes or No depending on the Employee that the Absence is for. Here's how to set the default to Toggle either Yes or No:




Report Criteria: Job Category & Job Class

Most teachers will require a Substitute when absent, however some situations may dictate that certain kinds of teachers do not need Substitutes. Determining who 'Needs a Substitute' and who doesn't, by default, is easy. Here's how:

  • Go to Menu

  • Under the Admin section, click Report Criteria

  • Search the word 'Sub' to show all lists associated with Substitutes

    • Job Category - Needs Substitutes

    • Job Class - Needs Substitutes





Job Category - Needs Substitutes

Here you can view what Job Categories are set to Needs Substitutes. Adding new Job Categories to this list will ensure that Employees within those Job Categories will have the Needs Substitute toggle set to yes. 

Employees Job Categories not listed here will have the 'Needs Substitute' toggle set to No






Job Class - Needs Substitutes

Job Category is like a Folder, and Job Class is like a Sub-Folder. Ensure that Employees are categorized properly within the Job Class - Needs Substitutes section to ensure that their 'Needs Substitute' is either set to Yes, or to No by default.