Preference Lists - Frontline Technologies
Contents
1. Ae S PY Substitute Placement amp Absence Management Web Navigator User Manual Preference Lists FRONTLINE TECHNOLOGIES March 2013 Frontline Technologies Inc Confidential Information in this document should not be distributed unless explicitly authorized Ar ACSOP sins PREFERENCE LISTS PAGE 2 of 12 Summary Aesop allows the administrators and employees to specify certain subs as preferred thus giving them preference over others These preferred subs are contacted first and have the ability to view jobs online before their peers depending on visibility settings Substitutes also have the ability to create a list of schools where they prefer to work The substitute s Preferred School List is subordinate to the schools and employees preferred lists thus if a sub is excluded from a school employee they will not be able to view those jobs even though they have selected that school The Visibility Concept The Substitute s Visibility ability to see jobs is determined by what Employee or School Preference Lists they are on If the sub is on the Employee s preference list then they will have the highest percentage of visibility 1 Best Match Employee s preferred or favorite five substitute Highest Visibility 2 Second Best Match School s preferred substitute Lower Visibility 3 The Rest District level non preferred substitute Lowest Visibility The specific percentages for2. School s preferred subs would begin to have access to the job at 8 00 p m 12 hours before the absence starts 3 District preferred subs have been configured to have access to the job for 65 of the lead time In this case they would begin to see the job 10 hours and 24 minutes before it starts or at 9 36 p m Percent Visibility For more information on the concept of Percent Visibility check out the Topical Guide in your Training and Reference Materials FRONTLINE April 2013 Frontline Technologies Inc Confidential Information in this document should not be distributed unless explicitly authorized Ar ACSODP sins PREFERENCE LISTS PAGE 4 of 12 School s Preferred Substitutes List This list includes the preferred substitutes or those excluded You can manage when subs can view jobs via the Job Visibility Individual visibility overrides are available also From a school s profile click the Preferred Substitutes tab Configuration Settings Preferred Substitutes Reports Select Another School Add School School Vanderbilt High School Substitute List Calling Sequence Job Visibility E yisibility Calas Ee n F Mie ee Seite Lead Time Visible 85 In The Call Order Specified Below o C in Random Order Call Order is not used Minimum 12 Hours 0 Minutes aJ Maximum 30 Days 0 Hours m D Add New Substitutes J Please type the first few letters _ J Set the preference list to be cal
3. list and override individual subs if necessary These settings apply only to a particular sub s access to this school or schools employees grouped under this selected school By overriding a sub s visibility with low values you can also set up subs that are not excluded but who are one step away from it That is they can go there but only as the job gets near to its start time You can also EXCLUDE a sub from viewing jobs from this particular school Simply click in the circle under the EXCLUDE column instead of the Include column Lead Time Visible On Substitute Exclude Include Default Override Default Default List Hours Minutes Days Hours Minimum Visibility Maximum Visibility Comments Baker Dee 20 l HAT m oh A sub with override visibility settings entered These setting will override the default visibility settings for this preference list In this case 20 would be the visibility percentage for this sub rather than 85 Adding a New Substitute to a School Preferred Sub List 1 Click the Add New Substitutes link 2 Click on the alphabet letter representing the desired substitute s last name or enter substitute s last name into the Search box and click the Search button Please type the first few letters or choose a link from the list below a B K L W Y Click the On List box to select the substitute Select either Exclude or Include Enter override settings if you wish
4. each preference list can be determined by the district Lead Time is a key concept when dealing with visibility Lead time is calculated as the time difference between when the absence is entered and the time that the absence starts FRONTLINE April 2013 Frontline Technologies Inc Confidential Information in this document should not be distributed unless explicitly authorized Ar AESOP sims PREFERENCE LISTS PAGE 3 of 12 Example Ellen the employee creates an absence at 4 00 p m on January 3rd and her absence starts at 8 00 a m on January 4th This gives the system exactly 16 hours and 0 minutes of lead time 10 Hours 42 Minutes Visibility 65 District Prefernce List 12 Hours Visibility 75 School s Prefernce List 16 Hours Visibilty 100 Employee Favorite Five Preference List January 3 at 9 36 PM Absence Start Time Disitrct s preferred sub list January 4 at 8 00 AM gains visibility to the job Absence Created January 3 at 4 00 PM Employee s list has exclu sive access immediately January 3 at 8 00 AM School s preferred sub list gains visibility to the job 1 Ellen s list of favorite or preferred subs would have visibility for 100 of the lead time The employee s preferred sub would have access to the job beginning at 4 00 p m on Jan 3 2 In our example the school s favorite subs have been configured to see the jobs for only 75 of the lead time 75 of 16 hours is 12 hours
5. er a To change the call order highlight the substitute s name and Baker Tom use the buttons on the right to move them up or down the Baker Dee list or to the top or bottom Click Apply Changes when you are done FRONTLINE April 2013 Frontline Technologies Inc Confidential Information in this document should not be distributed unless explicitly authorized e N AeCSOP siesta PREFERENCE LISTS PAGE 8 of 12 Employee s Preferred Substitute List Adjust an individual employee s Preferred Substitute List From an employee s profile click the Preferred Substitutes tab Lead Time Visible On Substitute Exclude Include Default Override Default Default Bape totes ar a List Hours Minutes Days Hours Minimum Visibility Maximum Visibility Favorite 5 Comments Baker Tom 120d ki l oh Chan Alice Ar Ar ea Apply Changes Cancel Adding A New Substitute to an Employee Preferred Sub List 1 Click the Add New Substitutes link 2 Click on the alphabet letter representing the desired substitute s last name or enter substitute s last name into the Search box and click the Search button Please type the first few letters or choose a link from the list below a B K L W Y Click the On List box to select the substitute Select either Exclude or Include Enter override settings if you wish to override the default visibility Click the Apply Cha
6. esop to use this list You can tell Aesop that you re creating a list of schools where you DO want to go or a list of schools where you DON T want to go FRONTLINE April 2013 Frontline Technologies Inc Confidential Information in this document should not be distributed unless explicitly authorized J ome i AeCSODP tesen PREFERENCE LISTS PAGE 12 of 12 Then click Add Schools link Add Schools Edit Apply Changes Cancel Day Of Week Selected Tue Wed 1 Click the Selected column by the school s you wish to add 2 Check the days you wish this to apply if necessary 3 Click Apply Changes to save 4 Click View Current Schools View Current Schools Substitute Preferred School Selection Remember Aesop will use the schools on this list whichever way you set up in the first step above For example if there is one school on this list then that school is either 1 the only school where sub will go or 2 it s the only one where he won t go depending on the above selection FRONTLINE April 2013 Frontline Technologies Inc Confidential Information in this document should not be distributed unless explicitly authorized
7. ist FRONTLINE April 2013 Frontline Technologies Inc Confidential Information in this document should not be distributed unless explicitly authorized J om i ACSOP zessen PREFERENCE LISTS PAGE 11 of 12 Adjust an individual substitute s Employee Preferred Substitute List Please type the first few letters View All view Excludes O View Includes Apply Changes Lead Time Min Visibility Selected Employee Exclude Include Call Default Override Default De Order Hours Mins 1 Click Add New Employees 2 Click Selected box by the employee s name 3 Click Exclude or Include 4 Adjust Override Visibility if necessary 5 Click Apply Changes to save Substitute s Preferred School List The sub s Preferred School List enables a sub to state which schools he she would like to work The substitute s Preferred School List is subordinate to the schools and employees preferred lists thus if a sub is excluded from a school employee they will not be able to view those jobs even though they have selected that school General Information Configuration Settings Schedule Preferred Substitute Lists Skills Preferred Schools Select Another Substitute Add a Substitute Substitute Baker Tom W Hr ir wr A Preferred Schools Substitute wants to see jobs at schools selected below Substitute does not want to see jobs at schools selected below First determine how you want A
8. led in Call Order or Random Order Click here to add new subs to the preference list Ps This Apply Changes button will apply the changes for the settings above it 4 The default Visibility Percentage for this preference list J Minimum and Maximum visibility settings 6 Search for a specific sub by last name FRONTLINE April 2013 Frontline Technologies Inc Confidential Information in this document should not be distributed unless explicitly authorized J B l ACSODP zessen PREFERENCE LISTS PAGE 5 of 12 View All View Excludes View Includes Apply Changes Cancel Lead Time Visible On Substitute Exclude Include Default Override Default Default List Hours Minutes Days Hours Minimum Visibility 3 Maximum Visibility Baker Dee Baker Tam Change the view to only see Excludes or Includes Mark this box to choose sub to add to the preference list Adjust Minimum Visibility and Maximum Visibility settings Exclude the sub from seeing jobs at this school Include adds the substitute to the school s preferred sub list Default Visibility Percentage for this preference list An override percentage can be entered per substitute FRONTLINE April 2013 Frontline Technologies Inc Confidential Information in this document should not be distributed unless explicitly authorized Arm i ACSOUD insane PREFERENCE LISTS PAGE 6 of 12 Job Visibility You can set a default for the
9. nges button to save Repeat Steps 2 6 for additional substitutes I a If you do not wish to save the changes click the Cancel button FRONTLINE April 2013 Frontline Technologies Inc Confidential Information in this document should not be distributed unless explicitly authorized Arm i ACS D zensa PREFERENCE LISTS PAGE of 12 Favorite Five Employees who have been given the ability to create a substitute preference list will now also be able to select five favorite substitutes to be notified instantly when an absence is entered Shortly after you enter an absence all five of your favorite substitutes will receive an email about the job if they have an email address in the system They will also receive a phone call offering them your absence during the first available evening call period Minimum Visibility Maximum Visibility Favorite 5 _ Favorite 6262 3 ae Lead Time Visible Substitute Exclude Include Default Override Default Default AS Hours Minutes Days Hoars F4 6 98 Find the Employee in Aesop om Oh Click on the Preferred Substitutes tab Click the Add New Substitutes link if necessary into the Search box and click the Search button Click the Edit button Click the radio buttons that correspond to the numbered columns 1 through 5 The subs will be ranked for calling order based on which number you assign them 7 Click the Apply Changes button to
10. save Oe a Ie If you do not wish to save the changes click the Cancel button Call Order and Favorite Five selections If Call Order is being used instead of Random Order you will not see the Favorite Five list and Aesop will treat the substitutes listed 1 through 5 in the call order as the Favorite Five substitutes FRONTLINE April 2013 Frontline Technologies Inc Confidential Information in this document should not be distributed unless explicitly authorized Yo ae ACSODP siesta PREFERENCE LISTS PAGE 10 of 12 School Preferred Sub Lists from the Sub s Record View or edit the schools who have added this substitute to their Preferred Substitute s List Adjust an individual substitute s School Preferred Substitute List Add New Schools Please type the first few letters Sei View All view Excludes View Includes i Apply Changes Cancel Lead Time Min Visibility Max Visib Selected School School Exclude Include cCall Default Override Default ee a Level Order Hours Mins Day 1 amp 100 1 Click Add New Schools 2 Click Selected box by the school s 3 Click Exclude or Include 4 Adjust Override Visibility if necessary 5 Click Apply Changes to save Employee Preferred Sub Lists from the Sub s Record View or edit the employees who have added this substitute to their Preferred Substitute s L
11. to override the default visibility Click the Apply Changes button to save Repeat Steps 2 6 for additional substitutes aoe SS If you do not wish to save the changes click the Cancel button FRONTLINE April 2013 Frontline Technologies Inc Confidential Information in this document should not be distributed unless explicitly authorized Ar ACSOD ines teen PREFERENCE LISTS PAGE7 of 12 Setting a Preference List to Call Order On a preference list you have the option to set Aesop to call the subs in a specific order rather than randomly This wouldn t typically be recommended but can be needed in certain situations General Information Configuration Settings Preferred Substitutes Select Another School Add School School Vanderbilt High School Substitute List Calling Sequence Job Visibility visibili Lead Time Visible 85 In The Call Order Specified Below o L E W In Random Order Call Order is not used Minimum 12 Hours Minutes ev Z Maximum 30 Days Hours In the Calling Sequence setting change the radio button from In Random Order to In The Call Order Specified Below Then click Apply Changes to save Calling Sequence N After clicking Apply Changes you will see a link that BB ee ge een says Reorder in the Call Sequence setting Click this link E In Random Order Call Order is not used to open up the tool to change the call order Parker Pet
Download Pdf Manuals
Related Search