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Overview
Rates
Credentials
Confirmation
Holidays
PLACEMENT DETAILS
Agency Chat
District Client
MSP ↔ agency
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RATES
Bill RatePer hour
OvertimePer hour
No additional rates on this placement.
These rates determine the billing codes available on timesheets and what can be invoiced.
Candidate Credentials
Synced from agency portal in real-time. Required credentials are highlighted.
Credential
Doc / Lic #
Expiration Date
Days
Document
Status
Action
CONFIRMATION OF ASSIGNMENT
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HOLIDAYS
Substitute Pool
Pre-approved substitutes available for quick placement · District
Name
Discipline
Agency
Bill Rate
Credentials
Last Placed
Availability
No substitutes in pool yet.
Timesheets
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Placement status
Select both dates to filter
District
Contractor
School
Position
Hiring Manager
Approver
Week
Hours
Status
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Invoices
Invoices owed to you from districts
to
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Remittance
Payments to agencies for approved timesheets
to
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Ready To Bill
Approved timesheets pending invoice
0 selected
No approved timesheets ready to bill. Try adjusting district, agency, or date filters.
My Districts
District
Overview, schools, agencies, and configuration
District
Rates & Billing
Schools
Positions
Agencies
Users & Access
Account Managers
Account Managers
Assign account managers to districts and set the primary point of contact
Schools
Manage district school locations
Add New School
School name *
Address *
City *
State *
Zip code *
Students (optional)
Start time (optional)
End time (optional)
Principal (optional)
School Name
Address
City
Zip
Students
Start
End
Action
Positions
Manage position templates that pre-fill job order forms
Position templates automatically pre-fill bill rate, job description, school year dates, and requirements when posting a job.
No position templates yet. Click Add Position to create your first one.
Back to Positions
New Position Template
Duplicate from another position (optional)
Copies rates, description, and requirements. You can edit everything before saving.
Job Type *
Job type → Position: choose a position to configure its template
Default bill rate ($/hr) *
Default job description
Enter the job description for this position
Submittal Requirements
What agencies must submit with each candidate
Compliance Requirements
Documents required after hire / before start
District Profile
District name
Address
City
State
Zip code
District logo
School Year Calendar
District-wide default dates. Position templates can override dates when configured.
School Year
Start Date
End Date
Status
Actions
No school years configured. Click Add School Year to get started.
School Year Breaks
Non-working days communicated to agencies and workers on job orders.
School Year *
Break Name *
Start Date *
End Date (leave blank for single day)
School Year
Break Name
Start Date
End Date
Action
No breaks configured yet. Click Add Break to add holidays and non-working days.
School years save per row (Save).
Billing Configuration
Configure pay period and payment terms for invoice generation.
Pay Period Type
Pay Period Start Day
When the invoicing cycle begins.
Payment Terms
Work Week
The 7-day cycle overtime is calculated against. Currently Sunday–Saturday only.
MSP Fee (%)
Deducted from agency payment. Used for invoice generation.
✓ Saved
Charge Menu
Rates and charges that can be added to a COA for this district.
Charge
Billed As
Amount Type
Amount
Unit
MSP Fee
Action
Overtime
Per hour
Applies
Automatic
No charges configured yet. Click Add Charge to add rates like Orientation, Training, or Mileage.
✓ Saved
Per hour charges replace the regular bill rate for hours logged against them and carry the MSP fee. Per unit and flat fee charges bill as their own line at cost. A × amount is a multiple of the placement bill rate (0.8 = 80%).
District agencies
Agencies assigned to this district
Agency
Agency ID
Status (this district)
Back to Agencies
Add Agency
AGENCY INFORMATION
Agency name *
Status *
Phone number
Email address
Address
City
State
Zip code
DOCUMENTS & CREDENTIALS
W-9
Expiration date
Document
General Liability Insurance
Expiration date
Document
Workers Comp Insurance
Expiration date
Document
Contracts
Multiple contracts can be uploaded
ACH — BANKING INFORMATION
Banking information is sensitive. This page is only accessible to HR Admin role users.
Bank name
Routing number
Account number
Role + Scope model
HR Admin
Full access to all sections, users & agencies. Scope: District-wide only
Hiring Manager
Post jobs, view submissions, timesheets, credentials. Scope: District-wide or School-specific
Finance / AP
Invoices, spend reports, approved timesheets. Scope: District-wide only
Read Only
View-only access, no actions. Scope: District-wide or School-specific
Users & Access
Manage district user roles and permissions
Name
Email
Role
Title
Scope
Status
Action
Back to Users
Add User
First name *
Last name *
Email address *
Title *
Phone *
Role *
Scope *
Status *
Notification Preferences
Saved ✓
Choose which email notifications this user receives. All notifications are sent from noreply@schoolsourcevms.com. Changes save automatically.
MSP Settings
Company profile and portal defaults
Company Profile
Company name
Address
City
State
ZIP
Contact name
Email
Phone
Branding
Logo used for white-label district portals (MSP-managed clients).
Notification preferences
Saved ✓
Per-user email toggles for the signed-in MSP user. Changes save automatically.
MSP users
Name
Email
Role
Status
Add district
Creates a managed district record and opens its configuration.
District name *
Address
City
State *
Zip code
MSP Fee (%)
Deducted from agency payment. Used for invoice generation.
Add agency
Search by agency name or unique Agency ID.
If you see this agency, verify the ID with them before assigning to confirm it is the correct account.
← Back to search
Agency name *
Contact name
Email
Phone
Address
City
State *
Zip
Add agency user
—
First name *
Last name *
Email *
Phone
Title
Role *
Add MSP user
—
First name *
Last name *
Email *
Phone
Title
Role *
Admins can add and deactivate users. Users have full access to everything else.
Upload Credential
This credential is currently Approved. Re-uploading will reset status to Pending.
File *
Choose file (PDF/JPG/PNG, max 10MB)
License Number
Expiration Date
Extend Placement
×
Can't activate this placement yet
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To proceed, either:
Mark the original placement Completed (end it), or
Push back this placement's start date so it begins after the original ends.
Change status
Start date *
End date
Backout reason *
Start date
End date *
Termination reason *
End date *
Start date
End date *
Start date
Reject Credential
Rejection Reason *
Re-issue credential
Add Credential Requirement
Credential *
License Number
Expiration Date
This placement already includes every credential in the catalog. Nothing left to add.
Decline Offer
Declining on the agency's behalf — the submission will be marked Offer Declined.
