Training Overview - New MIS Setup

Please note

This guide is for schools that are moving to Arbor and don't currently have an MIS or a brand new school opening soon.


We recommend that every school completes training with our expert Training Team, to show you how to get the most out of your new MIS! Now you’re onboarding to Arbor, you’ll need to complete your training sessions. We’ve created this guide to give you an overview of the types of training available.

New School Site Setup Training

These sessions are designed for schools joining Arbor that require setting up a site from scratch e.g a brand new school or a school with no current MIS. The course is made up of five sessions, you need to complete all five sessions to complete the course: 

Session Title Description/Content Approx. Duration (in Mins)
Session 1:Adding School details and Pastoral structure

Setting up School Details, Adding Academic Years, Creating Pastoral Structure Such as Year Groups and Reg Forms and Scheduling Registration Sessions. We will also show you how to add profiles and business roles for key staff who will be building the system.

Session 2: Student Enrolment

How to add students to your site individually, via a CTF import and via our Applicant Template. How to amend Student Enrolments.

Session 3: Students and Guardian Profiles

Adding Data to student profiles to ensure they are census compliant. How to add and manage Guardian Profiles 

Session 4: Staff profiles and Absences

How to manage Staff Profiles. Log and Report on Staff Absences

Session 5: Staff HR and Admin

Creating Staff Contracts, Positions and other employment information, setting up and using Pay Scales, Allowances and Superannuation schemes and managing Staff Checks.



The sessions should be watched in chronological order. By the end of week 4 of your onboarding journey, you should have watched all 5 sessions.

You do not need to book these sessions as they are already included in your Implementation Workbook. As you can see in the image below the links to the sessions are embedded into the workbook so you can watch them whenever is most convenient for you. To download your implementation workbook click through to this guide.  


Top tip!

Start watching your training videos as soon as possible to give yourself plenty of time to input your data.

Pre and Post-Launch Training

Your school may have purchased further training, for example, Pre Launch training. If you have purchased any further you will receive an email from the Onboarding Team with details about how to book this in during your first week of Onboarding. If you are unsure if your school has purchased further training you can check this in your contract.

Teacher Training 

Once your Project Team have started getting familiar with Arbor it’s a great time to share our teacher training video with staff. Click on the links below to access these videos. 

If you have any questions about your training don't hesitate to reach out to your Onboarding Team at


Was this article helpful?
0 out of 0 found this helpful
I'm still stuck!



Article is closed for comments.