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AdminsAcademics

Run the year-end rollover wizard

A 60-second screen recording of a real school doing exactly this — and the same 7 steps written out below, in the labels you'll see on screen.

Watch on YouTube

How to run the year-end rollover wizard

  1. 1Click Academics under Learning in the sidebar
  2. 2Click Open next year — the wizard is titled "Open the next school year"
  3. 3Step 1 (New year): confirm the Year name, Starts and Ends dates, and whether to copy the grading-period structure, then click Next
  4. 4Step 2 (Classes): check the classes to carry into the new year, plus Carry enrollments and Carry weekly schedules & rooms
  5. 5Step 3 (Students): review promotions and graduations — uncheck anyone repeating their grade
  6. 6Step 4 (Review & run): read the summary of what will happen, then click the Open button to run it
  7. 7If needed, go back to Academics and click Undo rollover then "Yes — undo it all" (works until real grades or attendance exist in the new year)

Part of School setup & the year cycle

Configure the school once — branding, years and terms, classes, staff, roles — then let the June rollover wizard carry it all into the new year.

Next in this group

Do it yourself in the live demo

Follow these steps in a real sandbox school — admin, teacher, family, and student views. Sample data resets daily.