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End of Year Processes for NZ Schools

Breeze through the remainder of 2024, with helpful updates made to speed up end of year administration.

Hero
Hero

Nov 11, 2024

The end of year and beginning of year periods are busy times, so Hero has released some changes to make the Administration process faster and more efficient.

  • Previous Class Added to List Builder - once we get into the new year, it is often necessary to know what classes students have come from.  A new 'Previous Year’s Class' field has been added to the List Builder.

  • Hide Next Year’s Classes from Teachers - While class placements are being juggled and finalised, it is now possible to hide next year’s classes from any staff member who does not have administrator access. Locate the new setting under Basic Options > Staff Permissions.  This will remove future class viewing from the Groups menu,  List Builder and the Groups option for an individual student.  It will also prevent teachers viewing Class Placements.

  • Obtaining and Merging Student NSNs - we have made it easier to obtain and merge NSNs by:
  1. Adding the option to REQUEST NSN FROM ENROL to the W.I.P section of Process Pre-Enrolled Students.  This enables NSNs to be obtained quickly before a student’s first day of school.   Sort the NSN column to get all those students without NSNs to the top.
  2. We have extended the power of school administrators to merge students when a selected NSN already exists in another school in Hero.  As long as the Legal Names and DoB match the student in the other school, a merge can be actioned.  

View this help article for detailed information on processing NSNs: Obtaining and Merging Student NSNs

  • Writing off Debt in Bulk - To speed up the process of writing off student debt, our team has developed a feature to bring all debt for all Ledger Items together.  Choosing VIEW ALL OUTSTANDING LINE ITEMS will show all debt for the year regardless of the Ledger Item. Use new filtering options to select all Leavers, or perhaps your highest year level to process those who are leaving soon.

    Related Help Article: Writing off Debt in Bulk

 

  • Attendance Analysis Date Handling - to enable the Attendance Analysis to handle large volumes of data, it has been optimised to filter for the current year only, with a new ‘previous year’ list being created.

 

  • Along with this, the date handling has been changed to enable the user to complete the entry of the required date range before recalculating the report.  For anything different to YTD, enter the date range and click RECALCULATE.

 

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