SubFinder Sample Reports

Transcription

®
Sample Reports
SubFinder Version 5.0
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
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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
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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
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Job Reports
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Absence Authorization Report
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Absence Days Report
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Absence Report by Employee
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Absence Report by Site
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Absence Report by Site (Itinerant)
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Absence Report by Site by Employee
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Absence Report by Site by Employee (line)
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Absence Report Francis Howell (line)
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Absence Responses Report
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Absence Summary Report
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Bi-Weekly Employee Attendance Chart
•
Configuration Profile Report
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Employee Absence Analysis
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Half-day Jobs Report by Site by Employee (line)
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Individual Substitute Absences
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Individual Substitute Jobs
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Individual Substitute Jobs (line)
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Itinerant Absence Report
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Job Log Report
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LAUSD Substitute Selection List
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Long Term Assignments
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No Employee Jobs Report
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Overall Absence Analysis
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Overall Substitute Jobs
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Overall Substitute Jobs (line)
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Pending Cancel Notifications
•
Phone Attributes Report
•
Substitute Job Exceptions
•
Substitute Pay Sheet Report
•
Substitute Range Activity Report
•
Substitute Timesheet Report
•
Usage Statistic Report
1
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.
2
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.
3
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.
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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.
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Absence Report By Site (Itinerant)
This report provides absence information sorted by site and then absence start date. It includes complete
itinerant absence information.
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15
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.
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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.
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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.
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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.
24
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.
25
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
26
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.
27
Configuration Profile Report
This report provides information about the configuration profiles for your district as well as other Control
Panel information.
28
29
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.
30
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.
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32
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.
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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.
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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.
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Itinerant Absence Report
This report provides absence information for any itinerant employees during a given date range.
39
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.
40
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.
41
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.
42
No Employee Jobs Report
This report provides job information for No Employee Jobs, sorted by site.
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44
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.
45
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.
46
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.
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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.
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Pending Cancel Notifications
This report provides information on any cancelled absence or job that requires a cancellation call to the
substitute.
52
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.
53
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.
54
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.
55
Substitute Range Activity Report
This report provides a listing of any substitutes who have worked X number of days or more during a
56
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.
57
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.
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Employee Reports
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Employee Absence Summary
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Employee Certifications
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Employee Count
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Employee Details
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Employee Hire Date
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Employee ID
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Employee Leave Control
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Employee Mailing Labels (#5160)
•
•
Employee Phone List
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Employee PINs
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Employee Site Labels
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Employee Validation Report
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Employees
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Employees (+ Misc. Codes)
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Employees by Primary Job Position
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Employees by Secondary Job Position
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Employees Who Are Also Substitutes
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Inactive Employees
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Itinerant Employees
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Make-Up Teacher List
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Monday/Friday Absence Analysis
•
Perfect Attendance Report
•
Purged Employees
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Unvoiced Employees
59
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.
60
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.
61
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.
62
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.
63
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.
64
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.
65
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.
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This creates a report which uses the Avery 5160 label format (3 across, 30 per page) to print address
labels for employees.
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labels for employees.
68
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.
69
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.
70
Employee Site Labels
This report generates labels including the employee’s name and their home site. It uses the Avery 5161
label format.
71
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.
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Employees
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.
73
Employees (+Misc. Codes)
phone number, home site, job position(s), and User Defined Codes. The report will be run continuously
without a page break between each employee.
74
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.
75
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.
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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.
77
Inactive Employees
This report will provide an alphabetical listing of inactive employees along with their ID number and their
phone number.
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Itinerant Employees
This report produces a list of your itinerant employees, their basic information, and their schedules.
79
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.
80
Monday/Friday Analysis Report
This report counts and summarizes the number of employee absences on Mondays and Fridays during a
81
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.
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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.
83
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.
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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.
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Substitute Reports
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All Substitute Listing
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Available Substitutes
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Days Remaining to Work
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Idle Substitute Report
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Inactive and Restricted Substitutes
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Job Log by Substitute (sort by Job ID)
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Job Log by Substitute (sort by log entry date)
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Non-Certified Substitute Jobs
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Overall Substitute Responses
•
Pre-Registered Substitutes Report
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Purged Substitutes
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Substitute by Site
•
Substitute Certifications
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Substitute Cross-Reference with Position Description
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Substitute Days Worked
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Substitute Details
•
Substitute Disqualification Report
•
Substitute Hire Date
•
Substitute Ids
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Substitute Mailing Labels (#5160)
•
•
Substitute PINs
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Substitute Positions
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Substitute Site Preferences
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Substitute Telephone List
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Substitute Usage Summary
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Substitutes
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Substitutes by Position
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Substitute’s ID by Position
•
Substitute’s List Assignments
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Unavailable Substitutes
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Unvoiced Substitutes
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Unvoiced Substitutes by Position
•
Working Substitutes
86
All Substitute Listing
This report provides an alphabetical listing of all Substitutes, their ID number, their phone number, and
their certified/classified status.
87
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.
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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.
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Idle Substitute Report
This report provides an alphabetical listing of substitutes who have not worked during the specified date
range.
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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.
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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.
93
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.
94
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.
95
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.
96
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.
97
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.
98
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.
99
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.
100
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.
101
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.
102
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.
103
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.
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105
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.
106
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.
107
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.
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labels for substitutes.
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labels for substitutes.
110
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.
111
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.
112
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.
113
Substitute Telephone List
This report provides a listing of substitute names and phone numbers.
114
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.
115
Substitutes
This report will print out an alphabetical listing of all substitutes with their name, address, phone number,
PIN, and SubFinder-assigned ID number.
116
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.
117
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.
118
Substitute’s Preference List Assignments
This report generates an alphabetical listing of substitutes and the preference lists to which they have
been assigned.
119
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.
120
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.
121
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.
122
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.
123
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.
124
Site Reports
•
Site Details
•
Site Phone List
•
Site Report
125
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.
126
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.
127
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.
128
Preference List Reports
•
Preference List Assignment Form
•
Preference List for Employees
•
Preference List for Substitutes
•
Substitute’s Preference List
129
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.
130
Preference List for Employees
This report provides an alphabetical listing of employees at a site along with their preference list
assignments.
131
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.
132
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.
133
Job Position Reports
•
Job Position Details
•
Job Position List
134
Job Position Details
This report presents an alphabetical listing of all job positions within the SubFinder system, including their
certified/classified status.
135
Job Position List
This report prints an alphabetical list of all positions including the job position number and catergory.
136
Reason Reports
•
Reason Detail Report
•
Reason Report (with Misc. Code)
•
Reason Report (with monthly limits)
137
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.
138
Reason Report (with Misc. Code)
This report includes the same information as the Reason Detail report plus any associated Miscellaneous
Codes.
139
Reason Report (with monthly limits)
This report includes the same information as the Reason Detail report plus any associated monthly
absence limits.
140
Verification Reports
•
•
141
This report provides a summary of absences sorted by site. This includes the verify status and process
status.
142
This report provides Jobs within a date range filled by substitutes. The listing is in alphabetical order.
143
Payroll Reports
•
Budget Code Transmittal
•
Substitute Payroll Report
•
Substitute Transmittal Report
144
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.
145
146
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.
147
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.
148
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.
149
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.
150
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.
151
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.
152
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.
153
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.
154
SubPay Summary Report (text)
155
SubPay Reports
•
•
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.
156
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.
157
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.
158
159
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.
160
161
162
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.
163
164
Substitute Time Unit Profile
This report lists each substitute and the Time Unit Profile assigned to them.
165
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.
166
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

SubFinder Sample Reports

Transcription

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