When to complete your Arbor Onboarding Training (Arbor Foundations Training)

Arbor Support Team

June 07, 2024 10:38

When should I complete my Arbor Onboarding Training?

Your Arbor Foundations Training is available via the Arbor Training Hub, and will provide you with all the information you need to be able to successfully use your new Arbor MIS!

The training is broken down into courses for each of the key modules in Arbor, making it easy to book and attend.

Project Leads are enrolled in all courses listed below, whilst other staff at the school who register for the Training Hub will be enrolled in courses relevant to the Business Role they select.

Users have the freedom to choose which live sessions they want to attend and when from our schedule. The training is a mixture of live instructor lead training and e-learning content. You can see the schedule for our live training here.

To help you decide who should complete each training session and when we have provided a breakdown below.

Primary Onboarding Training

Pre Go-Live

Training course	Training length	Instructor-led training schedule	Recommended Attendees
Getting Started	13 mins	N/A	All staff
Teacher Essentials	90 mins	N/A	Teachers Teaching Assistants Project Lead
Student Profiles & Enrolment	90 mins	Twice a week	School Administrators SENCO Attendance Officers Project Lead
Guardian Profiles	45 mins	N/A	School Administrators Attendance Officers Project Lead
Managing Staff Profiles	45 mins	Twice a week	School Administrators Head Project Lead
Staff Business Roles and Permissions	45 mins	Twice a week	School Administrators Head Business Mgr/Bursar Project Lead
Staff Absence and Cover	45 mins	Twice a week	Cover Managers Head Business Mgr/Bursar Project Lead
Primary Attendance	90 mins	Twice a week	School Attendance Officers School Administrators Head Business Mgr/Bursar SENCO Project Lead
Attendance Reporting	60 mins	Twice a week	School Attendance Officers School Administrators Business Mgr/Bursar Project Lead
Arbor MIS Management	12 mins	N/A	Project Lead School IT Staff School Administrators Business Mgr/Bursar Project Lead
Communications	90 mins	Twice a week	School Administrators SENCO Project Lead

Post Go-Live

Training course	Training length	Instructor-led training schedule	Recommended Attendees
Adding demographic information on Student Profiles	75 mins	Twice a week	School Administrators SENCO Project Lead
Single Central Record	15 mins	N/A	School Administrators Head Business Mgr/Bursar Project Lead
Staff Contracts and Payscales	45 mins	Twice a week	Head Business Mgr/Bursar Project Lead
Custom Groups	23 mins	N/A	School Administrators SENCO Head Project Lead
User Defined Fields	12 mins	N/A	School Administrators SENCO Project Lead
School Reporting on Arbor	20 mins	N/A	School Administrators Office Manager Senior Leaders Head Teachers Business Mgr/Bursar SENCO Project Lead
Introduction to Custom Report Writer	75 mins	Twice a week	School Administrators Senior Leaders Business Mgr/Bursar SENCO Project Lead

Secondary Onboarding Training

Pre Go-Live

Training course	Training length	Instructor-led training schedule	Recommended Attendees
Getting Started	13 mins	N/A	All staff
Teacher Essentials	90 mins	N/A	Teachers Teaching Assistants Project Lead
Student Profiles & Enrolment	90 mins	Twice a week	School Administrators Project Lead
Guardian Profiles	45 mins	N/A	School Administrators Project Lead
Managing Staff Profiles	45 mins	Twice a week	School Administrators Business Mgr/Bursar SLT Project Lead
Staff Business Roles and Permissions	45 mins	Twice a week	School Administrators Data Manager Business Mgr/Bursar SLT Project Lead
Staff Absence and Cover	45 mins	Twice a week	Cover Managers HR Managers Business Mgr/Bursar SLT Project Lead
Secondary Attendance	90 mins	Twice a week	School Attendance Officers Data Manager Timetabler School Administrators Project Lead
Attendance Reporting	60 mins	Twice a week	School Attendance Officers School Administrators Project Lead
Arbor MIS Management	12 mins	N/A	Project Lead School IT Staff Data Manager School Administrators Project Lead
Secondary Timetable Management	75 mins	Weekly	Data Managers Timetable Managers Project Lead
Secondary Course Enrolments	60 mins	Weekly	Data Managers Timetable Managers Project Lead
Communications	90 mins	Twice a week	School Administrator SLT Project Lead

Post Go-Live

Training course	Training length	Instructor-led training schedule	Recommended Attendees
Adding demographic information on Student Profiles	75 mins	Twice a week	School Administrators Project Lead
Interventions	60 mins	Weekly	HOD Behaviour Leads Teachers/TAs SENCo Timetable Lead Project Lead
Single Central Record	15 mins	N/A	School Administrators Data Manager Business Mgr/Bursar SLT Project Lead
Staff Contracts and Payscales	45 mins	Twice a week	Business Mgr/Bursar Project Lead
Custom Groups	23 mins	N/A	School Administrators Data Manager SLT Exams Officer Project Lead
User Defined Fields	12 mins	N/A	School Administrators Data Manager Project Lead
School Reporting on Arbor	20 mins	N/A	School Administrators Attendance Officer Data Manager Senior Leaders Head Teachers Business Mgr/Bursar Project Lead
Secondary Exams setup and Entries	75 mins	Weekly	Exams Officers Project Lead
Secondary Exam Timetabling and Coursework Marks	45 mins	Weekly	Exams Officers Project Lead
Secondary In House Exams	45 mins	N/A	Exams Officers Project Lead
Secondary Exam Results	30 mins	N/A	Exams Officers Project Lead
Introduction to Custom Report Writer	75 mins	Twice a week	School Administrators Attendance Officer Senior Leaders Data Manager Timetabler Business Mgr/Bursar Project Lead

Manual Migration & Brand New Site Setup Training

Brand New Site Setup

The Brand New Site Setup Course is made up of 7 modules plus additional tests of learning, which will show you how to set your blank Arbor site up if you don’t currently use an MIS.

This training and setup must be completed before Go Live.

All modules are aimed at the Project Lead, or the person responsible for setting up the Arbor site. This is usually the School Administrator.

Training module and length	Includes
Setting up your School details and Pastoral Structure (21 mins)	Creating your Academic Year Checking your School Details Adding a Staff Member Importing Staff Profiles in Bulk Creating your Pastoral Structure Scheduling Registration
Adding and Enrolling Student (18 mins)	Creating an Intake Season Adding Students Manually Adding Students via the Applicants Module
Managing Student Profiles (50 mins)	Finding a Student Profile Managing information on the Student Profiles Enrolling Students from the Profile Transferring Students Unenrolling and re-enrolling students
Managing Guardian Profiles (31 mins)	Finding a Guardian profile Creating a new Guardian Profile Linking a Guardian to a Student Guardian Profile Overview
Managing Staff Profiles (29 mins)	Finding and Navigating Staff Profiles Managing Staff Profile Information Business Roles and Permissions Staff Working Periods, Employment, and Financial information
Managing Staff Absences (9 mins)	Logging Staff Absences Analysing Staff Absence
Contracts and Payscales (31 mins)	Creating Allowances Staff Checks Managing Payscales & Positions Adding Superannuation Schemes Creating Staff Contract

Manual Migration

The Manual Migrations Course is made up of 8 modules plus additional tests of learning, which will show you how to manually move your data from your current MIS into Arbor.

This training and setup must be completed before Go Live.

All modules are aimed at the Project Lead, or the person responsible for setting up the Arbor site. This is usually the School Administrator.

Training module and length	Includes
Setting up your School details and Pastoral Structure (18 mins)	Creating your Academic Year Checking your school details Importing Staff Profiles in Bulk Creating your Pastoral Structure Scheduling Registration Sessions
Entity Importers (8 mins)	Using the Entity Importer Entity Importer Validation
Adding and Enrolling Student (11 mins)	Creating an Intake Season Adding Students and Managing Student Enrolments
Managing Student Profiles (19 mins)	Finding existing profiles Adding and editing key information on the profiles Enrolling students from the profile Transferring students Unenrolling and re-enrolling students
Managing Guardian Profiles (21 mins)	Finding and existing Guardian profile Creating a new Guardian Profile Linking a guardian to a student Guardian Profile Overview
Managing Staff Profiles (29 mins)	Finding and Navigating Staff Profiles Managing Staff profile Information Business Roles and Permissions Staff Working Periods, Employment, and Financial information
Managing Staff Absences (9 mins)	Logging Staff Absences Analysing Staff Absence
Contracts and Payscales (31 mins)	Creating Allowances Staff Checks Managing Payscales Managing Positions Adding Superannuation Schemes Managing Staff Contract

Meals, Payments & Parental Engagement Training

Meals & Payments

Meals and Payments training are additional training services that can be purchased if your school are looking to roll out these modules in Arbor.

We recommend you complete these courses in line with your school's plan to roll out and start using these areas of the system.

Click here to view more information about Payments Training, here to view our Payments Plus training, and here to view information about our Meals Training.

Parental Engagement

The Parental Engagement Learning Path is broken down into e-learning courses and Instructor-led training and has a final Test of Learning.

Click here to view more information about our Parental Engagement Training.

How will I get access to recordings and resources?

The Arbor Foundation courses contain recordings and resources. Recordings can be downloaded and shared with colleagues, or be used to refer back to in the future if needed.