Platform & access
Calendar setup workflow
Step-by-step: academic year days, holiday master, seasonal breaks, and calendar sync.
This platform & access guide covers role based access school software 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 admin dashboard, multi campus school software - written for administrators and staff, not developers.
Last updated July 24, 2026
Configure the academic calendar before attendance, fees, exams, or leave go live. Every downstream module reads working-day flags from academic year days.
Setup workflow (administrator)
- Complete academic system and active academic year at /academic-system and /academic-year.
- Define terms with start and end dates on the academic year detail page.
- Open /holiday-master - add national, regional, and school-specific holidays for the year.
- Open /academic-calendar - verify generated year-days; run sync if holidays were added late.
- Configure weekend rules if your school uses custom weekend patterns (settings tied to academic system).
- Add school events at /events - optional overlays on the calendar for assemblies or exams week.
- Smoke test: open /attendance on a holiday - the day should not appear as a working day for marking.
Daily usage (operator / coordinator)
- Add one-off holidays (e.g. sudden closure) via holiday master, then sync calendar.
- Extend a term end date on academic year detail - re-sync calendar before fee due dates.
- Use /events for parent-visible dates; published events may appear on /myschool.
- Before exam scheduling, confirm exam dates do not fall on holidays (exam module checks calendar).
Common questions
Quick answers in plain language.
What is role based access school software?+
Step-by-step: academic year days, holiday master, seasonal breaks, and calendar sync. This is a core topic in Platform & access on Schoolyi.
How do I set up calendar setup workflow in school management software?+
Follow the steps in this guide during roles, academic spine, and school settings. Start with getting-started docs if you are new to Schoolyi, then apply the workflows here for your school year.
How does Schoolyi handle calendar setup?+
Step-by-step: academic year days, holiday master, seasonal breaks, and calendar sync.
Is there a role based access school software guide for school administrators?+
Yes. This article is part of the public Platform & access documentation at /docs - written for administrators, operators, and IT teams.
Who manages calendar setup workflow at a typical K-12 school?+
Usually platform & access and front-office staff responsible for role based access school software. Teachers and finance may have scoped access depending on your role configuration.
Does Schoolyi support school admin dashboard?+
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 role based access school software.
Related topics and buyer guides
Related searches
School leaders and IT teams often search for: how to calendar setup in school management software, best role based access school software for K-12 schools, Schoolyi calendar setup guide, calendar setup step by step, school admin dashboard, multi campus school software, and academic year setup.
More in this section
- Roles and access control
How Schoolyi uses roles, user types, and capability paths to gate navigation and API operations.
- Academic calendar
Working days, holidays, term boundaries, and why the calendar is the single source of truth for dates.
- Users and school settings
User management, bulk import, school info, brandbook, grading scale, notifications, and data quality.
- Dashboard, reports, and committees
Executive dashboard, reports hub catalog, Chart tab, activity log exports, and committee governance.
School software terms
school management system (SMS) · student information system (SIS) · school ERP · parent portal · full glossary · Ask Schoolyi
