How do I enrol my classes on Education Perfect?
EP has a dedicated student enrolment team who can create accounts for all of your students. All you need to do is send us their details!
Quick Start guide
Information required varies from school to school. Aside from details such as name and class, we prefer to include an additional unique identifier (Student ID or email address) on accounts. This stops duplication of accounts in the future and enables us to match up user progress year on year.
Here's what we need:
To check your school’s specific requirements, contact our Support Team at email@example.com
Formatting your data:
The easiest way to compile your class lists is to export them from your school's management system as a spreadsheet. The IT or administration staff at your school should be able to help with this if you need a hand.
How to get it to us:
Drag & drop your files in our Upload Portal here. Alternatively, click the Upload Classes button under your Classes tab:
Priority upload will allow you to enrol your classes with a quicker turnaround. Standard upload can increase the wait time by up to a few days but will allow you to have more flexibility with the data you submit.
Click here to find out how to automatically enrol your students!
Step 1: Gathering Information
Here’s what we need to create new accounts:
|Student Accounts||Teacher Accounts|
|First and last name **||First and last name **|
|Teacher Name **||School email address **|
|Class name and subject **||Subject(s) taught **|
|School email address **|
|Student ID **|
|Parent email address(es) **|
** Recommended (for some schools, these details are required)
What if I can't get all of these details? Get in touch with your IT/Administration staff to get ahold of the info, otherwise contact our team at firstname.lastname@example.org and we can help with alternative options.
Export from your LMS/SMS (recommended)
The easiest way to get this information is to export class lists from your Student Management System as a spreadsheet. We have guides available for some systems:
- One School
- Assembly SMS
- Timetabling Solutions (The Timetabler)
- Edval (Version 9 and Version 10)
- MUSAC Edge (NZ)
- KAMAR (NZ)
Fill out our template
Another option is to fill out our template spreadsheets and submit these to us. Tip: Put different subject areas in separate tabs.
If using the teacher template above: for a teacher’s taught subjects, write TRUE under all relevant departments.
Manual enrolment options
If you only have a few changes to make, you are welcome to action these yourself.
- Manually using the Classes tab: Add or remove students, shift them to other classes, and add new teacher accounts!
- Class Access codes: Generate an access code and hand it out to your students, then new and existing students can add themselves into your class (this works best once students are enrolled on the system under their roll-names).
Automated enrolment options
If your class list contains all the correct information in our template format, it’s possible to have it enrolled instantly. Information on this can be found in our article How can my classes be automatically enrolled?
EP has a new integration with Wonde, which allows schools to connect their SMS/SIS to the EP platform. This integration updates account and class information automatically, with no manual enrolment required. Interested? Find out more here!
Step 2: Submitting Class Lists
- Drag & drop your files into our Upload Portal here. Alternatively, click the Upload Classes button under your Classes tab:
Priority upload gives you the quickest turnaround, however, your class list must follow our template format.
Standard upload can increase the wait time by up to a few days but will allow you to have more flexibility with the data you submit (required data must still be included).
For a Priority Upload, the eligibility for your class list is shown with either a green tick or red cross. If you see a red cross, click More Info to check why your list is ineligible.
You can either update your spreadsheet to be eligible and retry or Continue as a Standard Upload
- Select your class departments, and whether your classes are trialling or purchasing. Unsure? Click Don't know.
- Specify class codes to enrol (if applicable).
- Leave a comment for our team (optional).
- Choose whether your students should be emailed.
- Let us know if we should expect more class lists from your department.
- Click Submit Class Lists, and you’re all done! You will be notified via email once your students have been enrolled.
Having trouble with the Upload Portal? Email your files to us at email@example.com and we’ll be able to assist you further.
Once your classes are up and running (you will be notified via email), you can:
- Get your students logged in, and reset their passwords.
- Check out the resources in our Content Library.
- Assign a Task or an Assessment for your students to complete.
- Check out our Getting Started guides!
Troubleshooting & FAQ
Here are some tips to ensure prompt enrolment:
- List student first and last names as they appear on the roll in separate columns (leave out middle names).
- Ensure each class has a unique name (E.g. 2022 French - Year 07.A, B, C...). If not, an entire year level could be enrolled in one class, making assigning work difficult.
- Use school issued email addresses instead of personal email addresses.
- If your school does not issue email addresses to students: please let us know; and include Student ID numbers if possible. These help us preserve students' work from one year to the next and stop duplicate accounts from being set up.
- Ensure every teacher in the class list has a full name and an email address.
What happens once my classes are enrolled?
Once everything is set up, we’ll notify you (and any teachers who are attached to the classes we’ve enrolled) via email. Classes appear on the EP platform right away and are ready to go.
Unless you have specified otherwise, and if we have email addresses for students, then we’ll email students we have created new accounts for. Students will be invited to log in and set a secure password.
What file types can EP accept?
We prefer Excel spreadsheets (especially for large requests), but we can accept any copyable format including PDFs and Word documents.
.csv files: Please note that these can only contain a single sheet, and additional sheets are lost once saved. If including multiple sheets, ensure that you save in a format beginning with .xl.
Scanned images of class lists (or pdfs with non-selectable text) can not be accepted due to transcribing limitations.
Unsure? Email us at firstname.lastname@example.org and the team will assist you further.
My classes haven't changed since last year, do I need to re-enrol them?
If your classes for the new year are more-or-less the same, you don't need to send your classes in again. To get them ready for the new school year:
- Navigate to the Classes section of your Dashboard and click the class.
- Click the pencil icon and update the class name from '2021' to '2022'.
- Update the Academic Year to 2022 (or 2021-2022 if following the Northern Hemisphere academic year).
- All done!