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Process leavers

Bulk-update the leaving dates and destinations for this academic year's leavers

Product Team avatar
Written by Product Team
Updated over a week ago

What is Process leavers?

This action on the Student directory allows you to process leavers in bulk in order to update their leaving date, destination school, and reason for leaving, as well as generate CTFs.

Select leavers

🔒 The actions within this section are controlled by the Student directory permission

To get started, navigate to Tools > Students > Student directory.

To select the outgoing students, click on More filters and apply the Year group option for the soon-to-be leavers, e.g. Year 11.

Once applied, select all students on the page, and then extend the selection to all students.

Update school history

🔒 The actions within this section are controlled by the School history permission

With the leavers selected, click on Actions > Process leavers. On this new page, you will again be able to select all or a combination of students and bulk-update their school history.

  1. Select the appropriate students

  2. Click Set details

  3. Edit their leaving details

    • Leaving date (mandatory)

    • Leaving reason

    • Grounds for removal

    • Destination school

  4. Click Save

Choose the option to overwrite existing information if you would like to update any leaving details that had been entered previously. Leave this option blank if you want to only populate missing information.

You can repeat the above steps as many times as necessary until you’ve filled in all the desired leaving dates and destinations.

Generate CTFs

Once the leaving date and destination has been filled in, you will be able to export their CTFs in bulk. Open the options menu ( ⫶ ) and select Generate CTFs from the dropdown.

This will export a single CTF or a .zip file with multiple CTFs, depending on the number of destination schools for the selected students. The files can then be shared with the new schools via the S2C website.

FAQ

Question

Answer

How far in advance can I process students as leavers?

There is no time limit to when you can carry out this action. The students will continue to show as currently on roll until their leaving date has been reached.

How can I generate a CTF for an individual student?

To export a specific student’s CTF file, navigate to their profile and open the options menu ( ⫶ ) next to their profile photo. If you don’t see the option to generate a CTF, please make sure there is a leaving date in the student’s school history section.

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