Getting started
Operator seasonal calendar
Month-by-month operational tasks: admissions season, exams, fees, transport, and year close.
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 July 24, 2026
| Period | Focus modules | Key operator tasks |
|---|---|---|
| Apr-May (pre-session) | Platform setup | Roster import, timetable publish, fee structures; SMTP email test |
| Jun-Jul (admissions) | Admissions | Cycles live, tests, offers, enrollments (auto parent portal + magic link) |
| Aug (session start) | Fees, Attendance, Transport | Bulk fee generate, collections, duty/day-sheet training, parent deep-link checks |
| Sep-Nov (term 1) | Academics, Exams | Support attendance; exam schedule prep |
| Dec-Jan (term exams) | Exams, Grades | Exam day support; report card coordination |
| Feb-Mar (term 2) | Fees, Events | Installment collections; annual day events |
| Mar-Apr (year close) | Roster, Rollover | Promotions wizard, certificates ZIP, year rollover support |
Common questions
Quick answers in plain language.
What is school software onboarding?+
Month-by-month operational tasks: admissions season, exams, fees, transport, and year close. This is a core topic in Getting started on Schoolyi.
How do I set up operator seasonal calendar 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 operator seasonal calendar?+
Month-by-month operational tasks: admissions season, exams, fees, transport, and year close.
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 operator seasonal calendar 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 topics and buyer guides
Related searches
School leaders and IT teams often search for: how to operator seasonal calendar in school management software, best school software onboarding for K-12 schools, Schoolyi operator seasonal calendar guide, school ERP go live checklist, migrate from Excel to school ERP, and school software training guide.
More in this section
- Product overview
What Schoolyi is, who it serves, and how modules connect on one academic calendar and role model.
- Initial setup
Step-by-step rollout order for a new school: academic spine first, then people, then operations.
- Platform administrator guide
Full responsibilities for Platform Admin and school leadership: setup, users, roles, settings, and go-live.
- School operator guide
Day-to-day workflows for office staff: admissions, fees, attendance support, library, transport, and back-office.
School software terms
school management system (SMS) · student information system (SIS) · school ERP · parent portal · full glossary · Ask Schoolyi