AdminsAcademics

Run the year-end rollover wizard

A screen recording of Pearspark doing exactly this in a sample school, and the same 8 steps written out below in the labels you'll see on screen.

How to run the year-end rollover wizard

1Click Academics under Learning in the sidebar
2Click Open next year — everyone moves up. The wizard is titled "Open the next school year"
3Step 1 (New year): confirm the Year name, Starts and Ends dates, and whether to copy the grading-period structure; under Days off, untick any holiday you stay open for and add your spring break, then click Next
4Step 2 (Classes): tick the classes to carry forward and check each one's new name, Grade level and Teacher — or click "Move every class up a grade" when rooms move up with their students
5Keep "Carry students into the new year's classes" and "Carry weekly schedules & rooms" ticked, then click Next
6Step 3 (Students): review promotions and graduations — uncheck anyone repeating their grade or staying, then click Next
7Step 4 (Review & run): read What will happen (it also says how the admissions waitlist moves up a grade, who ages out past the last grade, and whether waiting families are asked to confirm), tick "I checked the graduating list" if anyone graduates, then click "Open {year}" to run it
8To reverse it, click Undo rollover on Academics, then "Yes — undo it all" — it works only until real grades or attendance exist in the new year, or a tuition plan bills on its calendar

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

Everything in this video is in every plan. Your first 30 days are free, with no setup fee and no sales call.