Set Up
SmartSub: Troubleshooting SmartSub Integration Issues
Common Issues and Solutions ❌ Issue: No Substitute Openings Created Staff has not accepted SmartSub invitation Email is missing or invalid Job Title not configured correctly ✅ Resolution Verify invitation accepted in SmartSub Check Job Title settings ...
SmartSub: Phase 6 – Daily Operations
Understand how SmartSub works after setup. Submitting Absences in FIS Staff Portal Staff Submit Absence in FIS. Select “Sub Needed” (should default for you). Enter required details. If within threshold opening is automatically created in SmartSub or ...
SmartSub: Phase 5 – SmartSub Configuration
Finalize SmartSub settings for correct job matching. ✅ Checklist Locations verified Categories assigned Assign Locations Ensure staff are assigned correctly Assign Categories Match categories to job titles ⬅️ Previous: Phase 4 – Invitations ➡️ Next: ...
SmartSub: Phase 4 – Invitations & Data Sync
Send invitations and prepare substitute data. ✅ Checklist Staff invitations sent Substitute file uploaded Regular Staff Refer to the main FIS: SmartSub Integration Setup Guide for details on the following: Enable Auto Send SmartSub Invite Send ...
SmartSub: Phase 3 – Data Preparation
Phase 3 – Data Preparation After the FIS Directories have been configured (Phase 2), new invitation and membership information fields display on staff member's Demographic record. Invitation Sent (with date, when found) SmartSub Member (Yes, when a ...
SmartSub: Phase 2 – System Configuration
After the Third-Party API Configuration directory reflects that SmartSub has been purchased (Phase 1), you'll need to configure all required FIS directories and settings: New fields will appear in existing directories; Access to new directories may ...
SmartSub: Phase 1 – Prerequisites
SmartSub is a third-party API product that must be purchased before completing the setup steps. This phase ensures SmartSub is purchased and your system is ready for setup. ✅ Checklist SmartSub purchased Access to required directories confirmed Step ...
SmartSub Integration Setup Guide (Start Here)
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 ...
SmartSub Quick Reference Integration Setup Guide
Version 2.0 The SmartSub integration allows absence requests submitted in the FIS Staff Portal to automatically create substitute openings in SmartSub, which are then filled based on configuration settings. 🚀 High-Level Setup Process Purchase ...