How To / Checklists
The step-by-step guides to set things up, roll things over, complete stages, etc. A great place to start!
HOW - Academic Reporting
- Academic Reporting Checklist - Beginning of Reporting Period
- Academic Reporting Checklist - End of Reporting Period
- Exit Statement Checklist
- How to Amend Student Academic Results in a Previous Reporting Period
- How to Customise Configuration File to Change Character Spacing
- How to Include Class Teacher Signatures in the Signature Section of the Student Report
HOW - Assessment
- How to Modify the File Size Limits for TASS.doc (Including Staff Kiosk Assessment)
- How to Setup Assessment Plagiarism Checking Using PlagScan
- How to Setup Assessment Plagiarism Checking Using Turnitin
- How to Setup for Staff Kiosk Academic Analytics
- How to Setup Markbook
- How to Transfer Students from one Subject Class to another
- Multiple Assessment Methods Troubleshooting (for Staff Kiosk Academic Analytics)
- Staff Kiosk Final Assessment Guide
- Staff Kiosk Progressive Assessment Guide (more than one Reporting Period at a time)
- Staff Kiosk Progressive Assessment Guide (one Reporting Period at a time)
HOW - General
- How to Enable SMTP Emailing and Set Up Communication Log Permissions
- How to Generate Emails
- How to Generate Gender Equality Report for WGEA
- How to Modify the File Size Limits for TASS.doc
- How to Setup Student and Employee Photos
- How to Setup Student Self Registration Portals
- School Logo Guidelines
- Search Engine
- SMS Notification Setup Checklist
- Sendgrid SMTP Integration Checklist
HOW - General Ledger
- BAS Preparation Checklist
- DoE Financial Questionnaire Preparation Checklist
- General Ledger Setup Checklist (Part 1 - Initial Setup)
- General Ledger Setup Checklist (Part 2 - Loading Opening GL Balances)
- General Ledger Setup Checklist (Part 3 - Loading Unreconciled Cash Book Transactions)
- General Ledger Setup Checklist (Part 4 - Budgets, BAS, Reporting Codes and Cash Flow Statement)
- How to Set up Bank Feeds and Reconcile Statements
- How to Setup a Cash Flow Statement
- How to Setup Account Offset Associations
- How to Setup Reporting Code 2 to Use for Separation on the Balance Sheet
- How to Setup Reporting Code 3 for Grouping/Consolidation on the Balance Sheet
- How to Setup Reporting Code 3 Used for Grouping/Consolidating in the Income Statement
- Month End Checklist
- Year End Checklist
HOW - Parent Accounts
- Auto Account Billing Checklist
- Balancing Parent Accounts With General Ledger Control
- Deposit Refunds by Electronic Payments
- How to Bill School Fees in Advance
- How to Handle Dishonoured Payments in TASS.web
- How to Process Annual Billing
- How to Reverse Auto Account Billing
- Loading Opening Balances Checklist
- Parent Accounts Setup Checklist
HOW - Parent Lounge
- How to Access Student UD Areas in Parent Lounge
- How to Change Login Screen Logos in Staff Kiosk, webBook and Parent Lounge (PL)
- How to Enable Parent Lounge Edstart Payment Plans
- How to Enable Parent Lounge Payment Schedules
- How to Provide an Enrolled Parent with Access to Parent Lounge Portal
- How to Set Up Parent Online Password Resets
- How to Set Up the BPoint Payment Gateway
- How to Set Up the NAB Gateway Payment Gateway
- How to set up the OZOW Payment Gateway
- How to Set Up the PayWay Net Payment Gateway
- How to Setup and Implement Parent Lounge
- Online Payments in Parent Lounge Checklist
HOW - Payroll
- End of Financial Year Payroll Processing
- End of Year Payroll Processing
- How to Add a HR Record for a Person Who Will Not Be Paid in the Payroll
- How to Change an Employee from Casual to Full Time
- How to Complete STP Finalisation
- How to Configure Your PC So That ABA Files Open Correctly
- How to Enable Single Touch Payroll
- How to Enable Single Touch Payroll Phase 2 (STP Phase 2)
- How to Generate a PAYG Payment Summary for One Employee
- How to Generate an Amendment PAYG Payment Summary
- How to Generate PAYG Payment Summaries
- How to Implement Leave Accruals
- How to Print Individual Messages on Employee Pay Envelopes
- How to Process an Extra Pay Run for an Employee
- How to Process Paid Parental Leave
- How to Process School Fee Deductions
- How to Resolve Invalid ETP Payments
- How to Setup a Super Fund and Apply It to an Employee
- How to Setup an Employee With Portable Long Service Leave
- How to Setup Automated Review Triggers
- How to Setup Paycodes for FTE Statistics
- How to Terminate an Employee(s)
- How to Upload YTD Opening Balances
- Pay Run Checklist
HOW - School Shop/Comm Debtors
- Commercial Debtors Online Payments Portal Checklist
- How to Handle Consignment Stock in School Shop (COGS Mode)
- How to Handle Consignment Stock in School Shop (Non - COGS Mode)
- How to Load Opening Balances for Commercial Debtor
- Setting Up for Different Sale Types in Commercial Debtors and School Shop
HOW - Staff Kiosk
- How to Change Login Screen Logos in Staff Kiosk, webBook and Parent Lounge (SK)
- How to Modify the File Size Limits for TASS.doc (Including Staff Kiosk Assessment) (SK)
- How to Setup and Create Events and Payments (SK)
- How to Setup and Manage Staff PD (Professional Development) Activities (SK)
- How to Setup for Staff Kiosk Online Attendance Capture (SK)
- How to Setup Staff Kiosk Leave Applications (SK)
- How to Setup Staff Kiosk Online Timesheets (SK)
- How to Setup Staff Kiosk Pastoral Care (SK)
- How to Setup Staff Kiosk Resource Booking System (SK)
- How to Setup the Appointment Self Registration Portal (APPSR)
- How to Setup the Google Drive API Gateway (SK)
- How to Setup the Microsoft OneDrive API Gateway (Microsoft's Application Registration Portal)
- How to Setup the Microsoft OneDrive API Gateway (Azure Portal)
- How to Sync My Calendar to an External Calendar
HOW - Student Records
- Address Collection Checklist
- Census (Aus) Checklist
- How to Create VASS Upload Files
- How to Generate the SchoolsHub STATS XML
- How to Setup and Run the Victorian Student Registration Integration Facility
- How to Setup for VET and SCSA Returns (Western Australia)
- How to Transition Year 11 students starting Year 12 in Term 4
- Setting up Communication Rules (SR)
- Setup and Run NSW NESA Export Files
- Setup and Run Tasmanian TASC Export Files
- Setup and Run the Queensland RYPS Facility
- Student Records End of Year Processes Checklist
HOW - Timetable
- Additional Steps Required to Load a Campus Specific Timetable
- How to Upload Timetable and Subject Data from Edval via LISS Sync
- How to Upload Timetable and Subject Data from Edval via TXT files
- How to Upload Timetable and Subject Data from Timechart
- How to Upload Timetable and Subject Data from Timetabler
- Timetable Rollover Checklist (Year and Term/Semester)
HOW - webBook
- How to Change Login Screen Logos in Staff Kiosk, webBook and Parent Lounge (wB)
- How to Change the webBook Toolbar Logo (wB)
- How to Customise webBook Configuration File to Change Character Spacing (wB)
- How to Customise webBook to Disable Editing of Comments (wB)
- How to Customise webBook to Disable Personal Comment Banks (wB)
- How to Setup Year-Long Marking in webBook (one Reporting Period at a time) (wB)
- How to Setup Year-Long Marking in webBook (more than one Reporting Period at a time) (wB)
- How to Set Up webBook Progressive Assessment (wB)