What training is needed when setting up a brand new school

This article is designed for schools who do not require a migration due to being a brand new school or schools who are taking our 'Manual Migration' service. It details the recommended training needed to ensure your school is set up for day one. 

This training is found on your Arbor Training Hub, if you do not have access to the training hub, please contact your onboarding team on myonboarding@arbor-education.com. 

Initial Setup

Site Setup Training

The below training courses are designed for you to set up your academic structure, student, staff and guardian data before you go live on Arbor. It is important that you complete these before your go live date. If you have any issues completing any of these courses, or you feel like you need additional help, please contact your onboarding team. 

Module 1: Setting up your school details and pastoral structure

• Creating your academic year
• Checking your school details
• Adding a staff member
• Importing staff profiles in bulk
• Creating your pastoral structure
• Scheduling registrations sessions

Module 2: Adding and enrolling students

• Creating an intake season
• Adding students manually or using a CTF
• Adding students via the applicants module

Module 3: Test of learning

Module 4: Managing student profiles

• Finding a student profile
• Managing information on the student profile
• Transferring students
• Un-enrolling and re-enrolling students during an intake season

Module 5: Managing guardian profiles

• Finding a guardian profile
• Creating a new guardian profile
• Linking a guardian to student
• Guardian profile overview

Module 6: Managing staff profiles

• Finding and navigating staff profiles
• Managing staff profile information
• Business roles and permissions overview
• Managing business roles and permissions from a staff profile
• Staff working periods, employment and financial information

Module 7: Test of learning

Module 8: Managing staff absences

• Logging staff absences
• Analysing staff absences

Module 9: Contracts and pay scales

• Creating allowances
• Staff checks
• Managing pay scales
• Managing permissions
• Adding superannuation schemes
• Creating staff contracts

Module 10: Test of Learning 

Note: The sessions must be watched in chronological order. At the end of week 4 of your onboarding journey you should have watched all modules and completed the set up of your new site. If you feel that you are falling behind, or need additional support, please contact your onboarding team.

Arbor Academy Training

It is important that you are fully trained on the statutory, day to day operations of Arbor before you go live. Arbor have lots of tools to help you get up to speed as soon as possible. Details of the training available to you is found in this article

Note: It is recommended that schools go live with the basic statutory, day to day operations of Arbor before implementing additional modules such as behaviour, assessments and the parent portal. If however, you still plan to roll our additional functionality, these courses should be available to you in the Arbor Training Hub. If you believe you don't have all courses available to you, please contact your onboarding team as soon as possible.