【End of Year Account Processing】How to Prepare for the New School Year
Please ensure that the following tasks have been completed:
Procedure
It is essential to perform these steps in order from the first to the last
① Process graduates and transferring students → ② End Subjects → ③ End Classes → ④ Handling teachers who are transferring or retiring → ⑤ Register New Teachers → ⑥ Register New Students → ⑦ Register New Classes for Current Students → ⑧ Register Subjects for New School Year
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Note
Please set the duration of classes and subjects according to the school's academic year start and end dates.
If errors occur during import, click ← to go back to Excel, make corrections, and re-upload.
How to Prepare for the New Semester
Please do not register LoiLo ID, Google, and Microsoft accounts simultaneously; instead, link SSO to already registered users.
Below is a demonstration of how to log in using a Google account.
Procedure
1 Click on Prepare for New School Year
2 Click on Google Account
3 Download and fill out the Excel template
All necessary information is organized in a single Excel template, so it only needs to be downloaded and imported once
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How to Register New Teachers
Example: ⑤ Register New Teachers
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1 Click on Choose File to upload the Excel template
2 Click on Google Account added
3 After selecting the items to be imported, choose Start Import
4 Click on Import this sheet
5 Click on Import
6 Click on Complete and proceed
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If the account is already linked with a Google or Microsoft account, the name registered in the linked account will automatically be used as the default setting
How to Register New Students
Example: ⑥ Register New Students
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1 Click on Import this sheet
2 Set the Start and End Dates
3 Click on Start Import
4 Select or enter the Expected Graduation Date
5 Click on Next
6 Click on Import
7 Click on Complete and proceed
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If the account is already linked with a Google or Microsoft account, the name registered in the linked account will automatically be used as the default setting
How to Register New Classes for Current Students
Example: ⑦ Register New Classes for Current Students
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1 Click on Import this sheet
2 Set the Start and End Dates
3 Click on Start Import
4 Click on Import
5 Click on Complete and proceed
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If 'Grade' is not entered, students without a specified grade will be uniformly assigned a graduation year. (This is not recommended).
Sorting settings will be reflected in the order of submissions in the submission box. We recommend that teachers set the order for students based on their seat number or student ID.
How to Register Subjects for New School Year
Example: ⑧ Register Subjects for New School Year
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1 Click on Import this sheet
2 Set the Start and End Dates
3 Click on Start Import
4 Click on Import
5 Click on Complete and Return to the Main Menu of End of Year Account Processing
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Reference
How to Complete the End of Year Account Processing
After completing all operations, check the box for All End of Year Account Processing tasks have been completed and click on Complete End of Year Account Processing to finish the process.
All operations have been successfully completed when the notification "End of Year Account Processing has been completed appears at the top of the page.
Note: If 'Repeat End of Year Account Processing' is clicked, all checked items will be reset, but the operations already performed will be preserved.
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Tips
You can identify who performed the End of Year Account Processing.
Hovers over a checkmark to display the name of who performed the action and the date.
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