Promote students to the next class

At the end of the school year, use the Promotion page to move students up to their next class in a new academic year. You can also keep some students in the same class, or mark them as leaving the school.

Before you start

• Your classes must already exist. If there are none, the page shows This year has no classes yet. See Create classes and sections.
• Students must be added to the current year. If not, you will see No students in this year.

Steps

1. Open Students → Promotion.
2. Under Move students from, choose Current, or Earlier year if you are moving an older year.
3. Under Move them into, pick a later year with no students yet. Or choose New year and fill in Name, Starts and Ends.
4. In Where does each class go?, check the Moves to class next to each Class. Change any that are wrong. Use Reset to undo your changes.
5. In the student list, choose what happens to each student: Move up, Stay in class or Transfer out. Use Search name or admission no… to find a child, or Select all on this page to change many at once.
6. Look at any student marked Need a look and decide for them.
7. Read the Class by class summary. Under Please check, tick I have checked the list.
8. Confirm the promotion.
9. In What next, choose Set roll numbers to number each new class. Pick a class and use Number by name if you want roll numbers in name order.
10. If you want old dues to follow students into the new year, use Carry unpaid fees forward.
11. Click Done.

Make the new year active

When you are ready to start the new year, open the new year's details and click Make active. New data will then be recorded under this year. A past year can be viewed, but most of it is read-only.

Good to know

• Past promotions shows who moved up, stayed back or left school in earlier years.
• Students marked Transfer out leave the roll for the new year.
• If you cannot see the Promotion page, ask your school admin. They can change what your role can do under Roles & Permissions.