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Substitute Binder & Substitute Handover – School, Lessons & Excel | Word/PDF

Substitute Binder & Substitute Handover – School, Lessons & Excel | Word/PDF

File format
DOCX, PDF, XLSX
Document language
Five Swedish working documents and a Swedish guide; English User Guide
Number of files
8

Digital download. No physical product is shipped.

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About this template

Substitute binder and substitute handover for schools and after-school care. A practical template package for principals, teachers, and substitute coordinators who need to prepare for and follow up on a temporary staff change. You get editable Word documents, searchable PDF versions, and an Excel register. Important: these are practical instructions and administrative protocols – not employment contracts, decisions on teaching qualifications, grading, or a replacement for the school's protected student system.

01. Package Contents

15 files: five Swedish working documents, one Swedish user guide and one English User Guide, all in editable DOCX (7) and searchable PDF (7), plus an Excel workbook (1 XLSX) with nine tabs. The PDF files are printable but are not interactive forms. The English User Guide is only an instruction guide, not an English main template.

02. What the Files Contain

Handover protocols for assignments and contact channels, daily and lesson plans with backup plans, supervision and safety procedures, material and access receipts, reporting of actually completed items, two user guides, and an administrative Excel register. The templates keep planned, completed, and verified items separate and should not be filled with student-sensitive personal data.

When is the substitute package suitable?

For Swedish primary schools and after-school care centers that need a clear handover during temporary absences, with lesson structure, school routines, safety contacts, and feedback. The principal and the school owner must themselves determine staffing, allocation of responsibility, and qualifications. The material does not replace the curriculum, local safety procedures, student health documentation, or the systems used for recording absences and grades.

File by File

Document Function Language Format
Substitute handover Assignment, responsibility, contact channels, and safety procedures Swedish DOCX + PDF
Daily and lesson plan Practical lesson planning, materials, and backup plan Swedish DOCX + PDF
Routines and supervision Checklist for attendance, breaks, alarm routes, and local routines Swedish DOCX + PDF
Material and access receipt Handover, return, and separate confirmation of system access Swedish DOCX + PDF
Reporting after substitute shifts Completed versus planned, deviations, and objective feedback Swedish DOCX + PDF
Swedish user guide Legal boundaries, safety, confidentiality, and examples Swedish DOCX + PDF
English User Guide English instructions for the Swedish operative documents English DOCX + PDF
Substitute handover – Excel register Nine tabs for assignments, lessons, routines, materials, and feedback Swedish XLSX

Excel – nine tabs with functional summaries

The Excel tool has Overview, Assignment, Lessons, Routines, Materials, Checks, Events, Feedback, and Read Me. Nine formula-driven key metrics calculate, among other things, registered substitute assignments, assignments marked as completed, planned lesson entries, completed lessons, and manually marked verified checks. Status selections and table filters facilitate the work. There are no macros or external data connections. Excel does not determine teaching qualifications, safety, student support, grades, or legal compliance.

Practical Workflow

  1. Check assignments, responsible contact, and local instructions.
  2. Hand over the lesson plan and links to teaching materials in an appropriate manner.
  3. Review supervision, absences, alarm routes, and reporting channels before starting.
  4. Acknowledge handed-over materials without documenting passwords or one-time codes.
  5. Report completed items and refer sensitive events to the school's approved system.
  6. Follow up on outstanding items and separately check that temporary permissions have actually been terminated.

Legal Prerequisites

The Education Act (2010:800) and The Swedish National Agency for Education's guidance on the school owner's and principal's responsibilities are central to the allocation of responsibility. A substitute does not automatically have the right to independently make decisions on grades; see The Swedish National Agency for Education's guidance on grading. Personal data about students must be handled in the correct system according to GDPR, data minimization, and access control; see IMY's guidance on schools and preschools. Local routines and the school form's rules must be checked in every situation.

Frequently Asked Questions

Is the substitute binder an employment contract?

No. It documents practical work items during a temporary handover. Employment and qualifications are decided separately by the responsible employer and school management.

Can I put the names of students with special support in Excel?

No, the workbook is intended for neutral group codes and administrative references. Student-specific and sensitive data should be handled in the school's permission-controlled system.

Can the substitute assign grades using the template?

No. The template does not grant such authority; the Education Act's rules on certification, qualifications, and potential joint grading must be applied separately.

Does the status "Verified" mean that the school complies with the law?

No. The status is a manual marking of a certain check and does not replace the school management's actual legal and safety assessment.

Are the PDF files fillable?

The PDF versions are searchable and printable but lack interactive form fields. Edit in Word (DOCX).

Related and Sources

See also School & Preschool – school law and safety work for other school documents. Product version 1.0. AI-assisted legal source check November 1, 2026. No independent external legal review of this product version is documented. The customer package is delivered as a ZIP via Shopify Digital Products after manual file linking and publication.