Hudace guide
Most rollover errors come from opening a new year on top of an unfinished old one. Order matters more than speed.
Freeze marks, issue final report cards, lock attendance, reconcile fees and record leavers before any promotion runs.
Report cards and transfer certificates for the old year must stay accurate for years, so archive it instead of editing it.
Check counts per class before committing. If Grade 5 had 120 students and 4 left, Grade 6 should show 116 plus new admissions.
Set terms and holidays, map sections and class teachers, then rebuild timetables, fee plans and transport routes for the new session.
April-session schools should plan from February. September-session schools should plan from June, before staff leave for the summer.
Close one school year and open the next without losing marks or fee balances. A short academic year rollover checklist for school ERP teams.
Book a SchoolOS demo Read the full guide