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Academic year rollover

End-of-year checklist: promotions, year close, and new year activation.

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

The rollover wizard at /academic-year/rollover guides archive of the closing year and activation of the next. Complete roster and fee prerequisites before you start.

Setup / rollover workflow

  1. Complete final term report cards and publish exam results for graduating classes.
  2. Run /students/promotions - review retain/repeat decisions per student.
  3. Issue transfer certificates at /students/certificates for leavers.
  4. Close outstanding fee instances or waive per policy.
  5. Open /academic-year/rollover - follow the wizard to archive the closing year.
  6. Create and activate the new academic year with terms and dates (wizard / year screens).
  7. Re-sync calendar and holidays for the new year.
  8. Re-assign teachers at /teachers/assignments for new class sections.
  9. Generate and publish new timetable before first working day.
  10. Bulk generate fee instances for the new year at /fees/bulk-generate.

Common questions

Quick answers in plain language.

What is role based access school software?+

End-of-year checklist: promotions, year close, and new year activation. This is a core topic in Platform & access on Schoolyi.

How do I set up academic year rollover 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 year rollover workflow?+

End-of-year checklist: promotions, year close, and new year activation.

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 academic year rollover 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 year rollover workflow in school management software, best role based access school software for K-12 schools, Schoolyi year rollover workflow guide, year rollover workflow step by step, school admin dashboard, multi campus school software, and academic year setup.