End of year rollover

Insight automatically rolls over to the next academic year on 1st September, or on the first day of Autumn 1 as specified in your Term Dates. This means that all your pupils will automatically move up to the next year group.

To ensure a smooth transition to the new year, you should check that your term dates are correct in Insight. This guide details how to do that, plus a few other things that may be worth reviewing before the Summer break.

Before the end of the Summer term:

Term Dates

It is advised to check that your term dates are present and correct for the upcoming year. Incorrect dates can result in certain pupil contextual data, such as class or SEN, being applied to the wrong year group.

See the managing term dates guide for help on amending term dates.

If you haven't entered Term Dates, Insight will default to using 1st September as the start of Autumn 1. Term Dates for the new year must be added by 31st December of that year for the sync to continue working.

Pupils leaving your school

The leaving dates for pupils leaving your school need to be on, or after, the Summer Term End Date.

If a leaving date is before the End Date, then this will count as leaving in the current year, affecting your ability to include those pupils in any analysis.

In short, ensure your last day of the summer term matches the date you give to a leaving cohort in your MIS.

Once Autumn Term has started:

Update pupils and their contextual data

If you're using Wonde, syncing will be paused over summer, then your pupils will update automatically, including their new classes. After the start of Autumn 1, the sync will resume.

If you're not using the MIS sync you can import data in the usual way, to update your pupil details, archive any leavers and assign your new classes. Make sure you do this only once Autumn Term has started.

Check your staff list

Administrators can add new staff and make sure any leavers have been removed at Account > Admin > Users