Getting started
HR and leave troubleshooting
Leave requests, substitutes, payroll, and staff onboarding issues.
This getting started guide covers school software onboarding for K-12 day schools. Whether you are evaluating cloud school management software or configuring Schoolyi after go-live, you will find practical steps for school ERP go live checklist, migrate from Excel to school ERP - written for administrators and staff, not developers.
Last updated August 27, 2026
| Symptom | Check | Fix |
|---|---|---|
| Leave approved but substitute not on timetable | Substitute selection | Approve leave at /leave with substitute teacher selected; check My substitutes on /timetable. |
| Teacher cannot apply for leave | Leave balance and role | Configure leave types at /leave/settings; teacher needs leave module access. |
| Payroll run missing staff | Active staff and salary structure | Confirm staff active at /users; salary components at /payroll/settings. |
| New staff cannot sign in | User creation and email | Create user at /users with correct role; send welcome or set temp password; check SMTP. |
| Appraisal form not visible to teacher | Appraisal cycle publish | Publish cycle at /hr/appraisals; assign reviewers before open date. |
Common questions
Quick answers in plain language.
What is school software onboarding?+
Leave requests, substitutes, payroll, and staff onboarding issues. This is a core topic in Getting started on Schoolyi.
How do I set up hr and leave troubleshooting in school management software?+
Follow the steps in this guide during persona playbooks, handbooks, workflows, and go-live checklists. Start with getting-started docs if you are new to Schoolyi, then apply the workflows here for your school year.
How does Schoolyi handle module troubleshooting hr?+
Leave requests, substitutes, payroll, and staff onboarding issues.
Is there a school software onboarding guide for school administrators?+
Yes. This article is part of the public Getting started documentation at /docs - written for administrators, operators, and IT teams.
Who manages hr and leave troubleshooting at a typical K-12 school?+
Usually getting started and front-office staff responsible for school software onboarding. Teachers and finance may have scoped access depending on your role configuration.
Does Schoolyi support school ERP go live checklist?+
Yes. Schoolyi is a cloud school management system (SMS) with connected modules on one student roster and academic calendar. See related guides below or contact us for a demo focused on school software onboarding.
Related searches
School leaders and IT teams often search for: how to module troubleshooting hr in school management software, best school software onboarding for K-12 schools, Schoolyi module troubleshooting hr guide, school ERP go live checklist, migrate from Excel to school ERP, and school software training guide.