Welcome to the SmartSub Integration Setup Guide. This guide will walk you step-by-step through configuring SmartSub with FIS, from initial setup to daily operations.

💡 Recommended Approach: Follow each phase in order. Each section builds on the previous step.

🚀 What This Integration Does

When fully configured, SmartSub will:

• Automatically create substitute job openings from absence requests
• Notify eligible substitutes based on your configuration
• Allow substitutes to accept jobs electronically
• Send substitute assignment data back to FIS for payroll processing

🧭 Implementation Overview

Follow the phases below to complete your setup:

1. Prerequisites (purchase + access)
2. System Configuration (FIS setup)
3. Data Preparation (staff + locations)
4. Invitations & Data Sync
5. SmartSub Configuration
6. Daily Operations

📘 Setup Phases

👉 Start with Phase 1 and continue in order:

• ✅ Phase 1 – Prerequisites
  Purchase SmartSub and verify access to required features.


• ✅ Phase 2 – System Configuration (FIS Setup)
  Configure parameters, job titles, absence settings, and payroll settings.


• ✅ Phase 3 – Data Preparation
  Prepare staff data, work schedules, and building/location information.


• ✅ Phase 4 – Invitations & Data Sync
  Send invitations to staff and import substitute data into SmartSub.


• ✅ Phase 5 – SmartSub Configuration
  Finalize setup by assigning locations and substitute categories.


• ✅ Phase 6 – Daily Operations
  Learn how absence requests, substitute assignments, and payroll processing work.

⏱️ Suggested Implementation Timeline

Note: Timeline may vary depending on district size and readiness.

✅ Quick Start Checklist

Use this checklist if you're already familiar with the system:

• [ ] SmartSub purchased and enabled
• [ ] Parameters and directories configured
• [ ] Staff and location data prepared
• [ ] Invitations sent and accepted
• [ ] SmartSub locations/categories verified
• [ ] Test absence submitted successfully

⚠️ Important Reminders

• Staff must accept their SmartSub invitation before openings can be created.
• Missing staff email addresses will prevent invitations.
• Job Titles must be properly configured to request substitutes.

🛠️ Troubleshooting & Support

If you run into issues during setup, view the troubleshooting article:

👉 Troubleshooting SmartSub Integration Issues

For additional assistance, submit a support ticket through the CSIU Help Portal.

➡️ What to Do Next

Click below to begin your setup:

👉 Start with Phase 1 – Prerequisites