Use this list to close out 2023-2024 and set up 2024-2025. Once the 2024-2025 school year is created and the 2023-2024 school year has ended, complete the other items to prep for 2023-2024. For assistance, connect with the Educate team at educate-support@communitybrands.com or toll-free at (888) 730-3256.

  • Complete the Returning School Survey
  • The Educate support team will respond to your survey with instructions on how to set up the 2024-2025 school year. Follow the guidance provided to set up the 2024-25 school year.
  • Once the 2024-25 school year has been set up, proceed with the items below.

The items below should be done after the school year has ended and report cards and transcripts have been finalized.

  • If your school uses Point of Sale, determine how to manage existing balances. If you do nothing, all accounts will start 2024-25 with $0 balance. If you want to carry balances over to the new year, in POS go to Accounts, select any returning student account to move, under Bulk Actions select Transfer Account Balance, set the 2024-2025 year and click Save. 
  • Set Alumni tag on students who are graduating (School > Students > set Grade 8 filter > click Go > Select students > Bulk Actions > Add Tags > Select Alumni tag > Click Save – if Alumni tag is not set up, go to School > Setup > Demographics > Tags).
  • Populate “Graduation Year” and “Graduation Date” fields on Graduates (School > Students > set Grade filter > click Go > Select students > Bulk Actions > Update Demographics > Update Graduation Year and Graduation Date > Save).
  • Mark Students as Graduated Status; select Yes to remove logins and update contact and household status (School > Students > set Grade filter > click Go > Select Students > Bulk Actions > Update Status > select Graduated > Set other options to Yes > Save).
  • Mark Transfer Students as Transfer Status; select Yes to remove logins and update contact and household status (School > Students > Select Transfer Students > Bulk Actions > Update Status > select Transfer > Set other options to Yes > Save).
  • Mark the new school year as Current after school ends and all report cards are finalized (School > Setup > General > School Years > check Current box for new school year).
  • Add new Staff (School > Staffing > Add Staff button).
  • Remove inactive staff from course sections (School > Staffing > select staff member > Course Sections > bulk actions > Remove) and update staff status to Inactive (edit through Staff Demographics or use bulk actions on Staff Directory page).
  • Add new staff to course sections (School > Instruction > Sections > select sections to add staff > bulk actions > assign staff).
  • If your school does not use TADS Admissions and Enrollment, add new households, contacts and students (School > Students > Add Student button).
  • Add Students to Course Sections (School > Students > filter by Grade > Bulk Actions > Add Course Section).
  • Update the Primary Student for Multiple Households (School > Household > Select households > Bulk Actions > Update Primary Student).
  • Run the Section Setup report for 2024-2025 and review setup of all courses and sections (School > Reports > Courses > Section Setup).