Getting started
Teacher daily playbook
Hour-by-hour teaching workflow: attendance, lessons, homework, grades, exam duties, and Docs shortcut.
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
This playbook is for class teachers and subject teachers. Adjust timing to your school bell schedule. Sign in via the Teacher tab at /signin. Open the header Docs icon anytime for attendance, grades, and exam workflows without leaving the app.
Start of day (first 15 minutes)
- Open /dashboard - read notices and today’s teaching summary.
- Open /timetable - confirm periods, rooms, substitute flags, and any published version changes.
- If class teacher: open /attendance → select your homeroom → mark today before first period ends (homeroom model; CSV bulk import is admin-only).
- Check /notifications for absence follow-ups, homework due reminders, or admin messages.
During teaching blocks
| Task | When | Screen | Tip |
|---|---|---|---|
| Log lesson delivered | After each period | /lesson-plans | Link to syllabus topic for progress tracking |
| Upload handout | Before or after class | /study-materials | Set class visibility so only your sections see it |
| Assign homework | End of period | /assignments | Due date on a working day; cron can email due reminders when configured |
| Enter formative marks | After test/classwork | /grades | Keep drafts unpublished - parents/students only see PUBLISHED marks |
End of week
- Catch up unpublished homework grades - students see feedback only after you grade.
- Review lesson plan backlog - mark topics covered vs planned.
- Submit staff leave early if needed - /leave checks timetable conflicts and may trigger substitutes.
- Complete exam setter/marker tasks if /exam-papers/my-tasks shows overdue items.
- Optional: book a lab session from /laboratories calendar (click an empty slot) when practicals are scheduled.
Class teacher extras
- /my-class - monitor class roster and class-level exam hub.
- /grades/report-cards - add term remarks before publish deadline (draft privacy applies until publish).
- /student-leave - approve or reject student leave requests.
- /students/promotions - input promotion recommendations at year end (wizard with apply-all).
Common questions
Quick answers in plain language.
What is school software onboarding?+
Hour-by-hour teaching workflow: attendance, lessons, homework, grades, exam duties, and Docs shortcut. This is a core topic in Getting started on Schoolyi.
How do I set up teacher daily playbook 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 teacher daily playbook?+
Hour-by-hour teaching workflow: attendance, lessons, homework, grades, exam duties, and Docs shortcut.
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 teacher daily playbook 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 teacher daily playbook in school management software, best school software onboarding for K-12 schools, Schoolyi teacher daily playbook 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
