Start of the Year

Following the links below will guide you through setup for a new academic year.

Rollover processes required:

• Processing leavers (best done before the end of the calendar year)
• Setting up your calendar (anytime)
• Adding or changing staff members details - (anytime)
• People​
  • Checking NSN   
  • Editing students,   
  • ENROL arrivals upload
  • Student enrolment error 
  • Setting up classes  (anytime)
  • Removing a student (from a subject class or form class) 

Setting up timetable  (Secondary only) 

Attendance  (printouts and any settings changes)

Setting up assessments   (only if any changes needed)

• Finance
  • End and start of year for outstanding balances
  •  Setting up a billable items and writing off donations

Pastoral setup for PB4L

Our End of year procedures video also includes references for the new year.

Looking for more answers? email support with your question.