SubFinder Sample Reports

Sample Reports SubFinder Version 5.0

®

CRS Incorporated ● 500 Arch Street ● Williamsport, PA 17701 ● 800.782.3463 ● [email protected] ● www.crs-ivr.com ii

TABLE OF CONTENTS

JOB REPORTS .......................................................................................................................................1

ABSENCE AUTHORIZATION REPORT.........................................................................................................2 ABSENCE DAYS REPORT ........................................................................................................................3 ABSENCE REPORT BY EMPLOYEE ...........................................................................................................4 ABSENCE REPORT BY SITE.....................................................................................................................6 ABSENCE REPORT BY SITE (ITINERANT) ................................................................................................10 ABSENCE REPORT BY SITE BY EMPLOYEE.............................................................................................16 ABSENCE REPORT BY SITE BY EMPLOYEE (LINE) ...................................................................................18 ABSENCE REPORT FRANCIS HOWELL (LINE)...........................................................................................20 ABSENCE RESPONSES REPORT ............................................................................................................24 ABSENCE SUMMARY REPORT................................................................................................................25 ABSENCE VERIFICATION FORM..............................................................................................................26 BI-WEEKLY EMPLOYEE ATTENDANCE CHART.........................................................................................27 CONFIGURATION PROFILE REPORT........................................................................................................28 EMPLOYEE ABSENCE ANALYSIS ............................................................................................................30 HALF-DAY JOBS REPORT BY SITE BY EMPLOYEE (LINE).........................................................................31 INDIVIDUAL SUBSTITUTE ABSENCES.......................................................................................................33 INDIVIDUAL SUBSTITUTE JOBS...............................................................................................................35 INDIVIDUAL SUBSTITUTE JOBS (LINE) .....................................................................................................37 ITINERANT ABSENCE REPORT ...............................................................................................................39 JOB LOG REPORT.................................................................................................................................40 LAUSD SUBSTITUTE SELECTION LIST ...................................................................................................41 LONG TERM ASSIGNMENTS ...................................................................................................................42 NO EMPLOYEE JOBS REPORT ...............................................................................................................43 OPERATOR INTERCEPT REPORT............................................................................................................45 OVERALL ABSENCE ANALYSIS...............................................................................................................46 OVERALL SUBSTITUTE JOBS .................................................................................................................47 OVERALL SUBSTITUTE JOBS (LINE)........................................................................................................50 PENDING CANCEL NOTIFICATIONS .........................................................................................................52 PHONE ATTRIBUTES REPORT................................................................................................................53 SUBSTITUTE JOB EXCEPTIONS ..............................................................................................................54 SUBSTITUTE PAY SHEET REPORT .........................................................................................................53 SUBSTITUTE RANGE ACTIVITY REPORT..................................................................................................56 SUBSTITUTE TIMESHEET REPORT..........................................................................................................57 USAGE STATISTICS REPORT .................................................................................................................57

EMPLOYEE REPORTS.........................................................................................................................58

EMPLOYEE ABSENCE SUMMARY............................................................................................................60 EMPLOYEE CERTIFICATIONS..................................................................................................................61 EMPLOYEE COUNT ...............................................................................................................................62 EMPLOYEE DETAILS..............................................................................................................................63 EMPLOYEE HIRE DATE..........................................................................................................................64 EMPLOYEE ID.......................................................................................................................................65 EMPLOYEE LEAVE CONTROL .................................................................................................................66 EMPLOYEE MAILING LABELS (#5160) ....................................................................................................67 EMPLOYEE MAILING LABELS (#5161) ....................................................................................................68 EMPLOYEE PHONE LIST ........................................................................................................................69 EMPLOYEE PINS..................................................................................................................................70 EMPLOYEE SITE LABELS .......................................................................................................................71 EMPLOYEE VALIDATION REPORT ...........................................................................................................72 EMPLOYEES .........................................................................................................................................73 EMPLOYEES (+MISC. CODES) ...............................................................................................................74 EMPLOYEE BY PRIMARY JOB POSITION..................................................................................................75

CRS Incorporated ● 500 Arch Street ● Williamsport, PA 17701 ● 800.782.3463 ● [email protected] ● www.crs-ivr.com iii

EMPLOYEES BY SECONDARY JOB POSITION...........................................................................................76 EMPLOYEES WHO ARE ALSO SUBSTITUTES ...........................................................................................77 INACTIVE EMPLOYEES...........................................................................................................................78 ITINERANT EMPLOYEES.........................................................................................................................79 MAKE-UP TEACHER LIST ......................................................................................................................80 MONDAY/FRIDAY ANALYSIS REPORT .....................................................................................................81 MONTHLY LEAVE REPORT.....................................................................................................................79 PERFECT ATTENDANCE REPORT ...........................................................................................................80 PURGED EMPLOYEES ...........................................................................................................................84 UNVOICED EMPLOYEES ........................................................................................................................85

SUBSTITUTE REPORTS ......................................................................................................................86

ALL SUBSTITUTE LISTING ......................................................................................................................87 AVAILABLE SUBSTITUTES ......................................................................................................................88 DAYS REMAINING TO WORK..................................................................................................................89 IDLE SUBSTITUTE REPORT ....................................................................................................................90 INACTIVE & RESTRICTED SUBSTITUTES..................................................................................................91 JOB LOG BY SUBSTITUTE (SORT BY JOB ID) ...........................................................................................93 JOB LOG BY SUBSTITUTE (SORT BY LOG ENTRY DATE) ............................................................................94 NON-CERTIFIED SUBSTITUTE JOB .........................................................................................................95 OVERALL SUBSTITUTE RESPONSES.......................................................................................................96 PRE-REGISTERED SUBSTITUTES REPORT..............................................................................................97 PURGED SUBSTITUTES .........................................................................................................................98 SUBSTITUTE AVAILABILITY REPORT .......................................................................................................96 SUBSTITUTE BY SITE.............................................................................................................................97 SUBSTITUTE CERTIFICATIONS .............................................................................................................101 SUBSTITUTE CROSS-REFERENCE WITH POSITIONS DESCRIPTION .........................................................102 SUBSTITUTE DAYS WORKED ...............................................................................................................103 SUBSTITUTE DETAILS..........................................................................................................................104 SUBSTITUTE DISQUALIFICATION REPORT .............................................................................................106 SUBSTITUTE HIRE DATE......................................................................................................................107 SUBSTITUTE ID...................................................................................................................................108 SUBSTITUTE MAILING LABELS (#5160) ................................................................................................109 SUBSTITUTE MAILING LABELS (#5161) ................................................................................................110 SUBSTITUTE PINS..............................................................................................................................111 SUBSTITUTE POSITIONS......................................................................................................................112 SUBSTITUTE SITE PREFERENCES ........................................................................................................113 SUBSTITUTE TELEPHONE LIST.............................................................................................................114 SUBSTITUTE USAGE SUMMARY ...........................................................................................................115 SUBSTITUTES .....................................................................................................................................116 SUBSTITUTES BY POSITION .................................................................................................................117 SUBSTITUTES ID BY POSITION.............................................................................................................118 SUBSTITUTE’S PREFERENCE LIST ASSIGNMENTS .................................................................................119 SUBSTITUTE RESPONSES AND REJECTION REASONS REPORT ..............................................................117 UNAVAILABLE SUBSTITUTES................................................................................................................120 UNVOICED SUBSTITUTES ....................................................................................................................122 UNVOICED SUBSTITUTES BY POSITION.................................................................................................123 WORKING SUBSTITUTES .....................................................................................................................124

SITE REPORTS...................................................................................................................................125

SITE DETAILS .....................................................................................................................................126 SITE PHONE LIST................................................................................................................................127 SITE REPORT .....................................................................................................................................128

PREFERENCE LIST REPORTS .........................................................................................................129

PREFERENCE LIST ASSIGNMENT FORM................................................................................................130

CRS Incorporated ● 500 Arch Street ● Williamsport, PA 17701 ● 800.782.3463 ● [email protected] ● www.crs-ivr.com iv

PREFERENCE LIST FOR EMPLOYEES....................................................................................................131 PREFERENCE LIST FOR SUBSTITUTES..................................................................................................132 SUBSTITUTE’S PREFERENCE LIST........................................................................................................133

JOB POSITION REPORTS .................................................................................................................134

JOB POSITION DETAILS.......................................................................................................................135 JOB POSITION LIST .............................................................................................................................136

REASON REPORTS ...........................................................................................................................137

REASONS DETAIL REPORT..................................................................................................................138 REASON REPORT (WITH MISC. CODE) .................................................................................................139 REASON REPORT (WITH MONTHLY LIMITS)............................................................................................140

VERIFICATION REPORTS .................................................................................................................141

ABSENCE REPORT BY SITE.................................................................................................................142 OVERALL SUBSTITUTE JOBS ...............................................................................................................143

PAYROLL REPORTS..........................................................................................................................144

BUDGET CODE TRANSMITTAL..............................................................................................................145 SUBSTITUTE PAYROLL REPORT...........................................................................................................147 SUBSTITUTE TRANSMITTAL REPORT ....................................................................................................148

SUBCAST REPORTS .........................................................................................................................149

AVAILABLE SUBSTITUTES REPORT (HTML FORMAT).............................................................................150 DAILY ABSENCE REPORT (HTML FORMAT) ..........................................................................................151 DAILY ABSENCE REPORT (TEXT FORMAT) ............................................................................................152 OVERALL SUBSTITUTE JOB SUMMARY (HTML FORMAT) .......................................................................153 OVERALL SUBSTITUTE JOB SUMMARY (TEXT FORMAT)..........................................................................154 SUBPAY SUMMARY REPORT (TEXT).....................................................................................................155

SUBPAY REPORTS............................................................................................................................156

SUBSTITUTE PAYROLL REPORT...........................................................................................................157 INDIVIDUAL SUBSTITUTE JOB PAY........................................................................................................158 INDIVIDUAL SUBSTITUTE PAY DETAILS .................................................................................................160 BUDGETCODE SUBPAY REPORT .........................................................................................................163 SUBSTITUTE TIME UNIT PROFILE .........................................................................................................165 PAYROLL REPORT..............................................................................................................................166

CRS Incorporated ● 500 Arch Street ● Williamsport, PA 17701 ● 800.782.3463 ● [email protected] ● www.crs-ivr.com 1

Job Reports

• Absence Authorization Report

• Absence Days Report

• Absence Report by Employee

• Absence Report by Site

• Absence Report by Site (Itinerant)

• Absence Report by Site by Employee

• Absence Report by Site by Employee (line)

• Absence Report Francis Howell (line)

• Absence Responses Report

• Absence Summary Report

• Bi-Weekly Employee Attendance Chart

• Configuration Profile Report

• Employee Absence Analysis

• Half-day Jobs Report by Site by Employee (line)

• Individual Substitute Absences

• Individual Substitute Jobs

• Individual Substitute Jobs (line)

• Itinerant Absence Report

• Job Log Report

• LAUSD Substitute Selection List

• Long Term Assignments

• No Employee Jobs Report

• Overall Absence Analysis

• Overall Substitute Jobs

• Overall Substitute Jobs (line)

• Pending Cancel Notifications

• Phone Attributes Report

• Substitute Job Exceptions

• Substitute Pay Sheet Report

• Substitute Range Activity Report

• Substitute Timesheet Report

• Usage Statistic Report


Absence Authorization Report This report provides all of an employee's absences for the specified time period along with the reason and length of each absence. It includes a space for the Employee and Principal to sign off. Certain aspects of the report can be customized to your needs. Call SubFinder Client Services for assistance in customizing the report.


Absence Days Report This report provides a listing of any employees who have been absent X number of days or more during a specified date range.


Absence Report By Employee This report provides absence information sorted by employee and then absence start date. This report can be printed to an ASCII File. It will be saved to c:\Subfind\data directory.



Absence Report By Site This report provides absence information sorted by site and then start date. While this report will include itinerant absences, they will only be displayed for the employee’s home site. This report can be printed to an ASCII File. It will be saved to c:\Subfind\data directory.





Absence Report By Site (Itinerant) This report provides absence information sorted by site and then absence start date. It includes complete itinerant absence information.







Absence Report By Site by Employee This report provides absence information sorted by site, then employee name. This report can be printed to an ASCII File. It will be saved to c:\Subfind\data directory.



Absence Report By Site by Employee (line) This report provides a summary of absences by site, sorted by employee name. It includes less information than the Absence Report by Employee and is printed in a “single line per entry” format. This report can be printed to an ASCII File. It will be saved to c:\Subfind\data directory.



Absence Report Francis Howell (line) This report provides a summary of absences by site, sorted by employee name, absence reason, and miscellaneous code. The report is printed in a “single line per entry” format. This report can be printed to an ASCII File. It will be saved to c:\Subfind\data directory.





Absence Responses Report This report summarizes the responses to jobs within a given Date Range or ID range. The responses counted include: accepts, rejects, cancels, Do Not Disturbs entered by a substitute, requests, busy signals, no answers, connects-no-response, no ring backs, operator intercepts, hang-ups after PIN entered, and job reviewed on call-in.


Absence Summary Report This report counts and summarizes the number of absences based on the following Job types: Sub Required Jobs and No Sub Required Jobs.


Absence Verification Form This Report includes all of an employee’s absences for an indicated date range, along with the reason and duration of each. The report also includes a section for employee, direct supervisor, and human resource representative signatures


Bi-Weekly Employee Attendance Chart This report provides a bi-weekly calendar with employee absences for a two week period, the absence reason, whether the absence was a partial day or a full day, and whether or not a substitute was utilized. The start date of this report must be a Sunday.


Configuration Profile Report This report provides information about the configuration profiles for your district as well as other Control Panel information.



Employee Absence Analysis This report provides a summary of employee absences by reason and day of week. Percentages can be included for each day of the week and for each reason.


Half-Day Jobs Report By Site By Employee (line) This report provides a summary of half-day jobs by site, sorted by employee name. The report is printed in a “single line per entry” format.



Individual Substitute Absences This report provides absence information sorted by substitute and then absence start date. A separate page is generated for each substitute. This report will only be applicable if you are allowing your substitutes to report absences.



Individual Substitute Jobs This report provides job information sorted by substitute and then job start date. A separate page is generated for each substitute. This report can be printed to an ASCII File. It will be saved to c:\Subfind\data directory.



Individual Substitute Jobs (line) This report provides job information sorted by substitute and then start date. The report will run as a continuous report, with only a new header for each new substitute. It includes less detailed information than the Individual Substitute Jobs report and is printed in a “single line per entry” format. This report can be printed to an ASCII File. It will be saved to c:\Subfind\data directory.



Itinerant Absence Report This report provides absence information for any itinerant employees during a given date range.


Job Log Report This report provides a detailed accounting of the actions taken to fill an absence or job. It includes any changes made to the absence or job as well as the steps SubFinder took to fill it.


LAUSD Substitute Selection List This report provides a detailed listing of which substitutes would be considered for any given absence. This report only functions if your district is using the LAUSD Substitute Selection Process.


Long Term Assignments This report provides absence information on any long-term assignments during the specified time period. Whether or not an absence or job is long-term is determined by using the Long Term Threshold within the General Profile Options of the SubFinder Control Panel.


No Employee Jobs Report This report provides job information for No Employee Jobs, sorted by site.



Operator Intercept Report This report provides a listing of each call that received an operator intercept. Provided is the substitute name and phone number used during the attempt.


Overall Absence Analysis This report provides the absences for ALL SITES or a SINGLE SITE, calculating the percentage of absences by day and by reason.


Overall Substitute Jobs This report provides job information sorted by substitute and then start date. It will be continuous rather than using a separate page for each substitute. This report can be printed to an ASCII File. It will be saved to c:\Subfind\data directory.




Overall Substitute Jobs (line) This report provides job information sorted by substitute and then start date. This report will be continuous rather than using a separate page for each substitute. It includes less detailed information than the Overall Substitute Jobs report and is printed in a “single line per entry” format. This report can be printed to an ASCII File. It will be saved to c:\Subfind\data directory.



Pending Cancel Notifications This report provides information on any cancelled absence or job that requires a cancellation call to the substitute.


Phone Attributes Report This report provides a list of dialing attributes as defined in the Control Panel, as well as a listing of the area codes and exchange attributes.


Substitute Job Exceptions This report shows information on which jobs a substitute had cancelled, rejected, or was a no show. This report can be used to show information needed for unemployment claim processing.


Substitute Pay Sheet Report This report provides a listing of a substitute’s jobs for the included time period along with the name of the absent employee, pay rate, and length of each absence, with space for the substitute and principal to sign off on.


Substitute Range Activity Report This report provides a listing of any substitutes who have worked X number of days or more during a specified date range.


Substitute Timesheet Report This report provides all of a substitute's jobs for the specified time period along with the name of the absent employee and the length of each absence. It includes a space for the substitute and site administrator to sign off on. Certain aspects of the report can be customized to your needs. Call SubFinder Client Services for assistance in customizing the report.


Usage Statistics Report This report shows a statistical comparison of how often employees, substitutes, administrators, and the SubFinder Operator(s) are using the Call Processor, WebConnect, WebConnect Pro, and the Edit programs to report, fill, and cancel absences and job assignments. This is a single page report that is run for a specific date range.


Employee Reports

• Employee Absence Summary • Employee Certifications • Employee Count • Employee Details • Employee Hire Date • Employee ID • Employee Leave Control • Employee Mailing Labels (#5160) • Employee Mailing Labels (#5161) • Employee Phone List • Employee PINs • Employee Site Labels • Employee Validation Report • Employees • Employees (+ Misc. Codes) • Employees by Primary Job Position • Employees by Secondary Job Position • Employees Who Are Also Substitutes • Inactive Employees • Itinerant Employees • Make-Up Teacher List • Monday/Friday Absence Analysis • Perfect Attendance Report • Purged Employees • Unvoiced Employees


Employee Absence Summary This report provides a summary of all employees’ absences, including the employee’s ID, Name, Job Position, Site they work at, and how long the absence was.


Employee Certifications This report provides an alphabetical listing of all employees, indicating their certifications and associated expiration dates. This report can also be used to find out whose certifications are about to expire.


Employee Count This report calculates the total employees within the system, at each site, at single site, or at each site within a site group.


Employee Details This report provides a detailed listing of the information entered for each employee, including address, phone number, home site, job position(s), and User Defined Codes. Each employee will be printed on a separate page. This report does include the employee number.


Employee Hire Date This report provides a listing of employees, their hire dates, and their termination dates. This report uses the employee’s User Defined Code #5 to retrieve the termination date information.


Employee ID This report prints a listing of employee names and their SubFinder-assigned ID number. Administrators will use the ID number any time they need to create an absence for one of their own employees via the phone.


Employee Leave Control This report provides a detailed accounting of employees within your system who have been set up to utilize SubFinder’s Leave Control feature. Selection criterion includes a single employee, all employees, all employees by site, all employees at a single site, and all employees within a single site group. You may also choose to include all controlled reasons or a single reason.


Employee Mailing Labels (#5160) This creates a report which uses the Avery 5160 label format (3 across, 30 per page) to print address labels for employees.


Employee Mailing Labels (#5161) This creates a report which uses the Avery 5161 label format (2 across, 20 per page) to print address labels for employees.


Employee Phone List This report provides a listing of employee names and phone numbers. It will also indicate the employee’s certified/classified status if appropriate.


Employee PINS This report provides a listing of employee names and Personal Identification Numbers (PIN). The PIN is the number the employees use to identify themselves to SubFinder.


Employee Site Labels This report generates labels including the employee’s name and their home site. It uses the Avery 5161 label format.


Employee Validation Report This report should be run after importing employees into the SubFinder system. It verifies that the home site, job position, and calendars are valid for each employee. Any employee considered "invalid” will appear on the report along with an indication of what data is missing.


Employees This report provides a detailed listing of the information entered for each employee, including address, phone number, home site, and job position(s). Unlike the Employee Details report this does not include the User Defined Codes, and the report will be run continuously without a page break between each employee.


Employees (+Misc. Codes) This report provides a detailed listing of the information entered for each employee, including address, phone number, home site, job position(s), and User Defined Codes. The report will be run continuously without a page break between each employee.


Employee by Primary Job Position This report provides an alphabetical listing of job positions along with the employees who have had the position assigned as their primary position. If the employee has a secondary job position, it will also be included in the report.


Employees by Secondary Job Position This report provides an alphabetical listing of job positions along with the employees who have had the position assigned as their secondary position. The report will also indicate the primary position assigned to the employee.


Employees Who Are Also Substitutes This report provides a listing of employees who are also entered in the system as a substitute. The report will include their ID number and current status as an employee and substitute, i.e. inactive and/or restricted.


Inactive Employees This report will provide an alphabetical listing of inactive employees along with their ID number and their phone number.


Itinerant Employees This report produces a list of your itinerant employees, their basic information, and their schedules.


Make-Up Teacher List This report provides a listing of all those employees who have been designated as a make-up teacher on the General Information tab of their employee record.


Monday/Friday Analysis Report This report counts and summarizes the number of employee absences on Mondays and Fridays during a specified date range.


Monthly Leave Report This report displays leave control information for the selected employee. The report displays the number of hours (or days) for each absence reason for the current period or for year to date.


Perfect Attendance Report This report provides a listing of those employees who have a perfect attendance record based upon criteria that you specify. The option to exclude absences for particular reasons, such as Jury Duty or School Business, is included in the setup for this report.


Purged Employees This report provides a listing of employees who have been purged from the system. This will only pick up employees that were purged using version 3.3.5N or greater.


Unvoiced Employees This report will provide a listing of any employees who have not “voice-registered” with SubFinder. It will include their name and phone number.


Substitute Reports

• All Substitute Listing • Available Substitutes • Days Remaining to Work • Idle Substitute Report • Inactive and Restricted Substitutes • Job Log by Substitute (sort by Job ID) • Job Log by Substitute (sort by log entry date) • Non-Certified Substitute Jobs • Overall Substitute Responses • Pre-Registered Substitutes Report • Purged Substitutes • Substitute by Site • Substitute Certifications • Substitute Cross-Reference with Position Description • Substitute Days Worked • Substitute Details • Substitute Disqualification Report • Substitute Hire Date • Substitute Ids • Substitute Mailing Labels (#5160) • Substitute Mailing Labels (#5161) • Substitute PINs • Substitute Positions • Substitute Site Preferences • Substitute Telephone List • Substitute Usage Summary • Substitutes • Substitutes by Position • Substitute’s ID by Position • Substitute’s List Assignments • Unavailable Substitutes • Unvoiced Substitutes • Unvoiced Substitutes by Position • Working Substitutes


All Substitute Listing This report provides an alphabetical listing of all Substitutes, their ID number, their phone number, and their certified/classified status.


Available Substitutes This report provides an alphabetical listing of all substitutes who are available to work all of the days of the specified date range.


Days Remaining to Work This report provides a listing of all substitutes, the number of days they have worked in certified jobs, and the number of days left to work in certified jobs. The report is based on parameters entered in Certified Options of the SubFinder Control Panel.


Idle Substitute Report This report provides an alphabetical listing of substitutes who have not worked during the specified date range.


Inactive & Restricted Substitutes This report will provide an alphabetical listing of inactive, restricted, or both inactive and restricted substitutes. If you select inactive and restricted, only those substitutes who qualify as both will be included.



Job Log by Substitute (sort by job ID) This report provides detailed information about a substitute’s activities with regard to both job shopping and calls received from SubFinder. The report will sort the information by Job ID number.


Job Log by Substitute (sort by log entry date) This report provides detailed information about a substitute’s activities with regard to both job shopping and calls received from SubFinder. The report will sort the information by the date that the activity occurred.


Non-Certified Substitute Job This report provides an alphabetical listing of all non-certified substitutes and the number of days they have worked in certified job positions.


Overall Substitute Responses This report provides a summary of a substitute’s activities with regard to both job shopping and calls received from SubFinder for a specified date range.


Pre-Registered Substitutes Report This report provides a listing of substitutes who have pre-registered, who are unregistered, or both. This report can also be run for a single substitute.


Purged Substitutes This report provides a listing of substitutes who have been purged from the system. This will only pick up substitutes that were purged using version 3.3.5N or greater.


Substitute Availability Report This report displays a weekly heading with substitute available hours and times. It can be sorted by all substitutes or for a single substitute.


Substitute by Site This report provides an alphabetical listing of all substitutes who will work at a particular site. You can also request only those substitutes who are available to work on a specified day or date range.


Substitute Certifications This report provides an alphabetical listing of all substitutes, indicating their certifications and associated expiration dates. This report can also be used to find out whose certifications are about to expire.


Substitute Cross-Reference with Positions Description This report will print a listing of all substitutes assigned to your job positions. You may select all positions, a single position, or a job position group. The report will indicate which substitutes work which positions along with the assigned skill level. If a skill level lower than C is assigned to a substitute for a particular job position, only an * will appear in the box.


Substitute Days Worked This report lists all the substitutes with the number of days they have worked at certified jobs, the substitutes max day they can work (if there is one), and the remaining number of days they can still work.


Substitute Details This report prints out all the information pertaining to a substitute as entered in their record. This report prints one substitute per page. This report does include the substitute’s Employee Number.



Substitute Disqualification Report This report provides substitutes who have been disqualified. You can choose the calling period and disqualification reason as well as a specific substitute.


Substitute Hire Date This report provides a listing of substitutes, their hire dates, and their termination dates. This report uses the substitute’s User Defined Code #5 to retrieve the termination date information.


Substitute ID This report prints a listing of substitute names and their SubFinder-assigned ID number. Administrators and/or employees will use the ID number any time they need to request or prearrange substitutes via the phone.


Substitute Mailing Labels (#5160) This creates a report which uses the Avery 5160 label format (3 across, 30 per page) to print address labels for substitutes.


Substitute Mailing Labels (#5161) This creates a report which uses the Avery 5161 label format (2 across, 20 per page) to print address labels for substitutes.


Substitute PINS This report provides a listing of employee names and PIN numbers. The PIN is the number the substitutes use to identify themselves to SubFinder.


Substitute Positions This report creates an alphabetical listing of substitutes and the positions they are willing to teach. The report can also be run for a single substitute. You are given the option to include or exclude the substitute’s PIN and phone number.


Substitute Site Preferences This report creates an alphabetical listing of substitutes and the sites at which they are willing to work. The report can also be run for a single substitute. This report does include the substitute’s PIN and phone number.


Substitute Telephone List This report provides a listing of substitute names and phone numbers.


Substitute Usage Summary This report takes two job position groups and compares the number of sub required jobs, filled jobs, and unfilled jobs for a specified date or date range. It also provides the ratios of filled and unfilled jobs. This report will not function properly if you have not created any job position groups.


Substitutes This report will print out an alphabetical listing of all substitutes with their name, address, phone number, PIN, and SubFinder-assigned ID number.


Substitutes by Position This report is the same as the Substitutes ID by Position report, but it does not include the substitute’s ID number.


Substitutes ID by Position This report generates an alphabetical listing of job positions and the substitutes who are able to teach each one. The substitute’s name, ID number, phone number, and skill level are included. This report can also be run to see which substitutes are available to teach a particular job position for a specified date or date range.


Substitute’s Preference List Assignments This report generates an alphabetical listing of substitutes and the preference lists to which they have been assigned.


Substitute Responses and Rejections Report This report prints a listing of rejection reasons and the number of times the reasons were used by the substitute during the specified date range. Substitutes can be selected by employee number, name, site, or position. Note: This report is not recommended for large sites.


Unavailable Substitutes This report generates an alphabetical listing of the substitutes who are not available to work on a specified date or date range along with the reason why they are unavailable. It also includes the substitute’s phone number.


Unvoiced Substitutes This report provides an alphabetical listing of all unvoiced substitutes along with their phone number. These are the substitutes who have not yet registered with SubFinder.


Unvoiced Substitutes by Position This report generates an alphabetical listing of job positions and the substitutes who are able to teach each one but are still unvoiced. The substitute’s name, phone number, and skill level are included. This report can also be run to see which unvoiced substitutes are available to teach a particular job position for a specified date or date range.


Working Substitutes This report will generate an alphabetical list of substitutes who are working for you on a specified date or date range along with their phone number.


Site Reports

• Site Details • Site Phone List • Site Report


Site Details This report provides all the information contained on the General Information and User Defined Codes tabs of each site record. The report prints one site per page.


Site Phone List This report provides a listing of site names and phone numbers. It also includes the Site Number and the SubFinder-assigned ID number.


Site Report This report has the same basic information as the Site Details report, but it is generated in a paper saving mode – the sites are listed continuously rather than one per page. This report also includes information from the Administrator Codes tab.


Preference List Reports

• Preference List Assignment Form • Preference List for Employees • Preference List for Substitutes • Substitute’s Preference List


Preference List Assignment Form This report generates a form that can be sent out to each site. It provides an alphabetical listing of employees at each site along with space to indicate which preference list should be assigned to each employee and whether or not the Skill List would be appropriate.


Preference List for Employees This report provides an alphabetical listing of employees at a site along with their preference list assignments.


Preference List for Substitutes This report generates a listing of preference lists at a site and the substitutes who have been assigned to those lists. You have the option of showing all preference lists or choosing only certain types – personal exclusion, site exclusion, personal permanent substitute, site permanent substitute, or regular.


Substitute’s Preference List This report prints an alphabetical listing of substitutes and the preference lists to which they belong. You have the option of showing all preference lists or choosing only certain types – personal exclusion, site exclusion, personal permanent substitute, site permanent substitute, or regular.


Job Position Reports

• Job Position Details

• Job Position List


Job Position Details This report presents an alphabetical listing of all job positions within the SubFinder system, including their certified/classified status.


Job Position List This report prints an alphabetical list of all positions including the job position number and catergory.


Reason Reports

• Reason Detail Report • Reason Report (with Misc. Code) • Reason Report (with monthly limits)


Reasons Detail Report This report provides an alphabetical listing of the reasons, an indication of who has access to the reason, and information regarding any daily limit and miscellaneous code usage.


Reason Report (with Misc. Code) This report includes the same information as the Reason Detail report plus any associated Miscellaneous Codes.


Reason Report (with monthly limits) This report includes the same information as the Reason Detail report plus any associated monthly absence limits.


Verification Reports

• Absence Report By Site • Overall Substitute Jobs


Absence Report By Site This report provides a summary of absences sorted by site. This includes the verify status and process status.


Overall Substitute Jobs This report provides Jobs within a date range filled by substitutes. The listing is in alphabetical order.


Payroll Reports

• Budget Code Transmittal • Substitute Payroll Report • Substitute Transmittal Report


Budget Code Transmittal This report calculates substitute pay, sorted by the Miscellaneous Code used for each job. All jobs that do not have an associated Miscellaneous Code will be grouped together. A field in the selection window allows you to enter either an hourly or a daily rate.



Substitute Payroll Report This report aids you in tracking pay rate changes for your substitutes based on an escalation of pay after a substitute has worked a certain number of days.


Substitute Transmittal Report This report calculates a substitute’s pay. A field in the selection window allows you to enter either an hourly or a daily rate. The report sorts by Job ID.


SubCast Reports

• Available Substitutes Report (HTML format) • Daily Absence Report (HTML format) • Daily Absence Report (text format) • Overall Substitute Job Summary (HTML format) • Overall Substitute Job Summary (text format) • SubPay Summary Report (text)

Please Note: The reports listed on this page are only available through the SubCast program module.


Available Substitutes Report (HTML format) This report provides all the available Substitutes for the given day. It is sent via e-mail and read using an Internet browser such as Microsoft Internet Explorer or Netscape Navigator.


Daily Absence Report (HTML format) This report provides absence information sorted start date. It is sent via e-mail and read using an Internet browser such as Microsoft Internet Explorer or Netscape Navigator. Hot links are included in the report, which allow you to see specific information on the job, the absent employee, and the substitute.


Daily Absence Report (text format) This report provides absence information sorted start date. It can be sent via fax and/or e-mail. When sent via e-mail, it can be read using Notepad or any other simple text editor.


Overall Substitute Job Summary (HTML format) This report provides job information sorted by substitute and then start date. It is sent via e-mail and read using an Internet browser such as Microsoft Internet Explorer or Netscape Navigator.


Overall Substitute Job Summary (text format) This report provides job information sorted by substitute and then start date. It contains the same information included in the HTLM version of the report, shown on the previous page. It can be sent via fax and/or e-mail. When sent via e-mail, it can be read using Notepad or any other simple text editor. Because of the nature of this report, you must scroll from left to right to read the entire report.


SubPay Summary Report (text)


SubPay Reports

• Substitute Payroll Report • Individual Substitute Job Pay • Individual Substitute Pay Details • BudgetCode SubPay Report • Substitute Time Unit Profile • Payroll Report

Please Note: The reports listed on this page are only available with the purchase of the SubPay program module.


Substitute Payroll Report This report lists hours worked, days worked, various incentive pays, and calculates the pay for each substitute for the specified date range. It can be run for all substitutes or for a single substitute.


Individual Substitute Job Pay This report provides basic information on substitute jobs for a specified date range, including job dates, times, absent employee, budget code, absence reason, and pay. The report can be filtered by site, job position, and substitute.



Individual Substitute Pay Details This report is a more detailed version of the Individual Substitute Job Pay report. It provides extensive information on substitute jobs for a specified date range, including job dates, times, absent employee, budget code, absence reason, and pay. The report can be filtered by site, job position, and substitute.




Budget Code SubPay Report This report provides a detailed accounting of the job information, sorted by budget code. Jobs not assigned a budget code will not appear on this report.



Substitute Time Unit Profile This report lists each substitute and the Time Unit Profile assigned to them.


PayRoll Report This report provides a substitute payroll report that calculates date pay codes changed, total days worked, hours work per pay period and estimated pay for the period.

SubFinder® is a product of CRS Incorporated 500 Arch Street

Williamsport, PA 17701 800.782.3463, ext. 6762

Fax 570.329.1360 [email protected]

www.crs-ivr.com

Date post:	03-Jan-2017
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