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Student Onboarding & Enrollment

The Student Onboarding process is a streamlined, multi-step workflow designed to register new students and assign them to their initial academic positions.

The Onboarding Workflow​

To start the process, navigate to Academic > Students > Student Directory and click Add Student.

Step 1: Account Information​

First, create the student's digital identity:

  • Name: Enter the student's full legal name.
  • Email: This will be used for portal access and communications.
  • Password: You can set a temporary password or let the system auto-generate one.

Step 2: Admission Details​

Next, record the student's institutional data:

  • ID / Numbers: Assign a Student Number and Admission Number.
  • Admission Date: The official date the student joined the school.
  • Flags: Mark if the student is a Boarder or has Special Educational Needs (SEN).
  • SEN Details: If special needs are identified, provide a detailed description of the accommodations required.

Step 3: Academic Assignment​

Finally, place the student within your school structure:

  • Academic Year: Select the year they are joining.
  • Campus: Assign them to a specific physical location.
  • Level & Class: Select their grade level and specific homeroom or section.

Managing Enrollments​

Once onboarded, a student's placement is tracked in the Enrollments list.

  • You can view active enrollments by navigating to Academic > Students > Enrollments.
  • This view allows you to see which students are assigned to which classes for the current academic year.
Bulk Onboarding

For large intakes, please contact your system administrator about using the CSV Import feature to onboard multiple students at once.