There are a few different ways to enrol students in bulk in Arbor, rather than enrolling students one at a time. The most suitable option will depend on your needs as a school - we usually recommend the spreadsheet for large schools, including secondaries.
Although there isn't a specialised area in Arbor to manage donations, there are a couple of options using our existing Club or top-up account functionality.
What permissions are needed?
- Academic Structure: Administer - Add/edit/remove students in courses and automatic enrolments
- Enrolment: Administer All Students - Manage students' enrolments into the school, and into their year groups, registration forms and houses
If you don't have permission, contact your office staff - they can follow this guide to give you the right permission.
Which option should we choose?
|Bulk enrolment spreadsheet||
Bulk enrol students using an imported spreadsheet.
If students are already enrolled in a class, using the bulk tool will not end or override any existing enrollments. This will just add them to the new classes. You will need to end the existing enrolments first.
If you know a certain cohort of students will take all the same courses, you can automatically enrol them using Teaching Groups.
Using a Teaching Group for these students means you would only have to add students into one teaching group and the students will be automatically enrolled in the courses.
|Automatic enrolments||Anyone enrolled in the original course will automatically be enrolled in the other course.||This method is most complex to maintain, as you may need to remove the automatic enrolment if you need to make changes.|
|Enrolling manually||Choose exactly which students should be enrolled in which lessons.||Can take some time when you have a large school, as students have to be selected individually.|
|Nursery Bulk Enrolment page||Manage enrolment into individual AM and PM registers for part-time students.||Can only be used for nursery year groups. If you want to manage your school enrolment as a whole you'll need to use one of the other methods.|
To get started, you'll need:
- Year Groups created
- Students enrolled into their correct Year Groups
- Courses created, to import students into
- Courses linked to the correct Year Groups
If you decide that you no longer wish to use an auto-enrolment, but wish to keep the courses, and enrolled students, please follow this article: How do I remove an auto-enrolment from a teaching group or course?
Using our bulk enrolment spreadsheet
If students are already enrolled in a class, using the bulk tool will not end or override any existing enrollments. This will just add them to the new classes.
You will need to end the existing enrolments manually by going to School > Programme > Courses, selecting the course then ending the enrolments for the students.
Go to School > Programmes > Courses and click on the green Course Enrolment Imports button.
This will take you to the Course Enrolment Imports page - from here click +Add.
Then select the academic year you wish to bulk enrol students into.
Select the subject(s) you wish to enrol students into and the year groups of students you wish to bulk enrol into these subjects. On the downloaded spreadsheet, each year group will be displayed as a new tab.
Click the green button to download the spreadsheet, or click the grey button to customise the import spreadsheet.
The file will download to your computer so you can open it in Excel.
Once the spreadsheet has been downloaded, please read the front page instructions.
Important note: Do not try to edit the format of the spreadsheet/move columns or reposition student names as this will invalidate the file and it will not successfully upload into Arbor.
Navigate to a year group tab on your spreadsheet and mark the students into classes by marking the cell with the symbol you wish. At the bottom of the spreadsheet, the total number of students for each class is calculated and on the right-hand side of each student, a running total of how many classes the student has been enrolled on is shown.
Once the spreadsheet is uploaded back into Arbor, the students will be enrolled on the classes in which they were marked.
Once you have completed your spreadsheet, you need to upload it back into Arbor via the same pathway taken to download it. School > Programmes > 2018/19 Courses. Click on the grey ‘Course Bulk Enrolment’ button.
Click on the '+Add' button and this time select ‘Upload Import file’.
From the pop-up screen, confirm the academic year in which the students are being enrolled in classes. Give the file a name - as you can upload multiple spreadsheets it is advised that you give the file a name that identifies the file content. Enter the start and end date for the course enrolments if different to the default dates provided and click the green ‘Enrol Students’ button.
Using teaching groups
When you have more than one course or class with the same set or group of students, you can enrol them into all their classes together using Teaching Groups.
Using a Teaching Group for these students means you would only have to manually add students into one teaching group and the students will be automatically enrolled in the courses.
Top Tip: The process shown below can be used mid-year. If you need to prepare for next year, you can copy over teaching groups as part of Step 6 of the New School Year Setup process.
Go to Students > Enrolment. Select Teaching Groups from the left-hand menu and click on +Add.
Complete the details in the slide over and then click Create Teaching Group.
You will then be taken to the Teaching Group Overview page.
To access the Teaching Group Overview for a group created previously go to Students > Enrolment > Teaching Groups. Then click on the teaching group you wish to view.
From the Teaching Group Overview go to the Current and Future Members Section and click on +Add.
To add new members select Add students, then select the students to include and the date range. Then click on Add Members.
You can add individual students or whole groups.
To copy students from teaching groups in the previous academic year, select Copy Students, select the correct teaching group and dates then click on Copy Students.
The Current and Future Students section will then display these students.
From the Teaching Group Overview go to the Automatic Enrolments into Courses section and click on +Add.
Select the courses that you wish to add the students in this teaching group to and click on Add Automatic Enrolments.
The students in this teaching group will then be automatically enrolled in the listed courses.
Click on the course to see the course overview.
Select the course, then click More Information to reach the Course Overview.
From the Course Overview, you will be able to see the students enrolled in the course from the teaching group's automatic enrolment.
Selecting to view Groups will show the teaching group that has been enrolled.
Using automatic enrolments
Auto enrolments can be created to allow groups of students who will take several subjects together to be enrolled in one place which will then feed into a class. You can set them up for teaching groups (shown above), registration forms and houses. See below for some tips on when you should and should not use this function.
For example, from the Students > Enrolments > Registration Forms page, select the registration form.
Click the +Add button next to Automatic Enrolments into Courses.
Select the courses you wish to be fed into by the group, then click Add Automatic Enrolments.
What can I use auto enrolments for?
- A registration form (which is automatically auto-enrolled into the registration course page - do NOT remove this unless you take registers in another period) which also takes General Studies.
- A House which all take assembly together - enrol students to house, and auto-enrol to assembly
When should Auto Enrolments not be used?
- You have a subject that has students who may move in and out of different classes within the year. You could use Teaching Groups with Interventions, however, it is recommended that you keep this kind of subject separate from any auto enrolments.
- You wish to change to sets or options or make any changes to a course or class enrolment within the academic year. In this instance, we recommend you enrol students onto the individual courses.
Enrolling into lessons manually
To enrol certain students into lessons manually, go to School > Programmes > Courses > Table View. Click on the course, then click the Enrol Students button.
You can then select the students to enrol. Please note it will show their current enrolment next to their name, rather than the registration form they will be in next year. So for a year 5 class, you will need to add current year 4 students if you're enrolling them in courses for next year.
Top Tip: Select all students in a certain year by typing in the number, then clicking Cmd + A to select all the students.
Enrolling nursery students
There are two ways of making sure nursery students appear in the right registers (instead of all AM and PM registers) - using enrolments or using Attendance Patterns.
- Setting up Regular Attendance Patterns for my Nursery students
- Enrolling nursery students in their registers without using Attendance Patterns
Please note that this process is for enrolling your nursery students in registers during the year, such as after migration. If you wish to set up your nursery registers for next year, you'll need to follow these instructions.