How to Replace An Educator Temporarily And In Bulk

How to Replace an Educator Temporarily and in Bulk

If an Educator is being temporarily replaced, Services can quickly reassign all applicable Children to a relief Educator in one step, ensuring accurate records and continuity of care.

Steps to Replace an Educator Temporarily

Option 1: Weekly Attendance Marking

1. Access the Weekly Attendance Marking Page

   • Navigate to the Attendance Module from the left-hand menu.

   • Click on Weekly Attendance Marking.

2. Select the Educator and Week

   • Choose the Educator you want to temporarily replace.

   • Select the relevant week.

3. Open the Replace Educator Tool

   • Click the Actions button.

   • Select Replace Educator from the drop-down menu.

4. Set the Temporary Replacement

   • In the Replace Educator pop-up box:

     • Select the date(s) the Educator will be replaced.

     • Choose the new or relief Educator who will be covering temporarily.

5. Apply Changes

   • Click Save to apply the changes.

   • All applicable Children for that Educator and week will now be assigned to the relief Educator.

Option 2: Daily Attendance Marking

1. Access the Daily Attendance Marking Page

   • Navigate to the Attendance Module from the left-hand menu.

   • Click on Attendance Marking for daily records.

2. Select the Educator and Day

   • Select the Educator whose day requires temporary replacement.

   • Use the Action button next to their name.

3. Replace the Educator

   • Select Replace Educator from the Action menu.

   • In the pop-up, choose the Educator to be replaced and the relief Educator.

4. Save the Changes

   • Click Save to apply.

   • All Children scheduled with the original Educator for that day are now assigned to the relief Educator.

Notes

• The original Educator’s record remains unchanged and will resume responsibility automatically after the temporary period.

• Relief Educators can only be assigned for the selected date(s).

• Any notes or records added during the temporary period are linked to the relief Educator but remain associated with the Children correctly.

• This process allows bulk reassignment, saving time and preventing missed updates.

• The replacement can be done both weekly in bulk or daily as needed, providing flexibility for different situations.