When to complete your Arbor Onboarding Training

When should I complete my Onboarding Training?

What was previously called Arbor Academy Pre and Post-Launch Training is now called Arbor Onboarding Training. It is available to book via the Arbor Training Hub, in addition to other courses and training materials.

The onboarding training is broken down into individual courses, making it easy to book and attend - staff have the freedom to choose which courses they want to attend and when from our schedule of onboarding training. The training is a mixture of live instructor lead training and pre-recorded video content. You can see the schedule for our live training here.

To help you decide when you should complete each course, we have provided a breakdown below with our recommendation, to make sure you're ready to hit the ground running on your Go Live day!

Primary Onboarding Training

Pre Go-Live

Training course

Training length

Instructor-led training or video content?

Recommended attendees

001: Getting Started

13 mins

Video content

All staff

002: Teacher Essentials

90 mins

Instructor-led training

Teachers
Teaching Assistants

003: Managing Student & Enrolment

90 mins

Instructor-led training

School Administrators

004: Guardian Profiles

45 mins

Instructor-led training

School Administrators

005: Managing Staff Profiles

45 mins

Instructor-led training

School Administrators

006: Staff Business Roles and Permissions

45 mins

Instructor-led training

School Administrators
HR Officers

007: Staff Absence and Cover

45 mins

Instructor-led training

Cover Managers
HR Managers

008: Primary Attendance

120 mins

Instructor-led training

School Attendance Officers
School Administrators

009: Arbor MIS Management

12 mins

Video content

Project Lead
School IT Staff
School Administrators

011: Communications

90 mins

Instructor-led training

School Administrators

Post Go-Live

Training course

Training length

Instructor-led training or video content?

Recommended attendees

007: Adding further information on Student Profiles (SEN needs)

75 mins

Instructor-led training

School Administrators

010: Interventions

60 mins

Instructor-led training

HOD
Behaviour Leads
Teachers/TAs
SENCo
Timetable Lead

010: Single Central Record

15 mins

Video content

School Administrators
HR Officers

011: Staff Contracts and Payscales

45 mins

Instructor-led training

HR Officers/Managers

012: Custom Groups

23 mins

Video content

School Administrators

012: User Defined Fields

12 mins

Video content

School Administrators

013: School Reporting on Arbor

20 mins

Video content

School Administrators
Office Manager
Senior Leaders
Head Teachers

014: Introduction to Custom Report Writer

75 mins

Instructor-led training

School Administrators
Senior Leaders

 

Secondary Onboarding Training

Pre Go-Live

Training course

Training length

Instructor-led training or video content?

Recommended attendees

001: Getting Started

13 mins

Video content

All staff

002: Teacher Essentials

90 mins

Instructor-led training

Teachers
Teaching Assistants

003: Managing Student & Enrolment

90 mins

Instructor-led training

School Administrators

004: Guardian Profiles

45 mins

Instructor-led training

School Administrators

005: Managing Staff Profiles

45 mins

Instructor-led training

School Administrators

006: Staff Business Roles and Permissions

45 mins

Instructor-led training

School Administrators
HR Officers

007: Staff Absence and Cover

45 mins

Instructor-led training

Cover Managers
HR Managers

008: Secondary Attendance

120 mins

Instructor-led training

School Attendance Officers
School Administrators

009: Arbor MIS Management

12 mins

Video content

Project Lead
School IT Staff
School Administrators

010: Secondary Timetable Management

75 mins

Instructor-led training

Data Managers
Timetable Managers

010: Secondary Course Enrolments

45 mins

Instructor-led training

Data Managers
Timetable Managers

011: Communications

90 mins

Instructor-led training

School Administrator

 

Post Go-Live

Training course

Training length

Instructor-led training or video content?

Recommended attendees

007: Adding further information on Student Profiles (SEN needs)

75 mins

Instructor-led training

School Administrators

010: Interventions

60 mins

Instructor-led training

HOD
Behaviour Leads Teachers/TAs
SENCo
Timetable Lead

010: Single Central Record

15 mins

Video content

School Administrators
HR Officers

011: Staff Contracts and Payscales

45 mins

Instructor-led training

HR Officers/Managers

012: Custom Groups

23 mins

Video content

School Administrators

012: User Defined Fields

12 mins

Video content

School Administrators

013: School Reporting on Arbor

20 mins

Video content

School Administrators
Office Managers
Senior Leaders
Head Teachers

014: Secondary Exams setup and Entries

60 mins

Instructor-led training

Exams Officers

014: Secondary Exam Timetabling and Coursework Marks

45 mins

Instructor-led training

Exams Officers

014: Secondary In House Exams

45 mins

Instructor-led training

Exams Officers

014: Introduction to Custom Report Writer

75 mins

Instructor-led training

School Administrators
Senior Leaders

 

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 schools plan to roll out and start using these areas of the system.

Training course

Training length

Instructor-led training or video content?

Recommended attendees

Meals Setup and Management

90 mins

Instructor-led training

Schools Administrators
Office Managers

Payments Setup and Management

90 mins

Instructor-led training

Business Managers
Finance Managers
School Administrators

Parental Engagement

The Parental Engagement course is made up of multiple modules, including video content and live instructor-led training as well as additional tests of learning.

Information on each module is listed below, and each module is aimed at Schools Administrators and Office Managers. 

Training module and length

Includes

Instructor-led training or video content?

Setting up the Parent Portal (16 mins)

Checking and Managing your Data
Managing the Parent Portal Settings
Release and Manage the Parent Portal
Setting up and using In-App Messaging
Parental Consents

Video content

Parents and Guardian Evening Bookings (30 mins)

Creating a Guardian Consultation
Scheduling Meetings
Setting Staff Availability
Booking Meetings Manually
Booking Meetings via the App
Managing Meeting Timetables

Video content

Clubs & Trips and Parental Engagement (120 mins)

How to set up and manage Clubs and Trips 
Q&A regarding data checks, portal settings and releasing the portal, In-App messaging, and Parental Consent

Instructor-led training

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