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End of Year Tasks for Site Admins

End of Year Tasks

Perform these steps as soon as possible after your school year ends. The end of year process cannot be performed until all schools have the following steps completed.


  1. Store Grades for the Final Term. Start Page > System Administrator > Permanently Store Grades Instructions for Storing Grades. Click Here for Instructions for Permanently Storing Grades. If your school uses an Honor Roll calculation that happens only once per year, you will need to store grades for Y1 after you store grades for Q4.  Don't forget to run your Honor Roll calculation. (Start Page>System>Calculate Honor Roll).
  2. WI Choice Schools Only.
    1. Run the WI Choice Exit Code Report (Start Page>System Reports>WELS Custom Reports (tab)>Choice Exit Code Report)
    2. You can click the student name to open a new window and make edits. When you close that window, changes will not be reflected on the report page until you refresh the data.  Make sure that all of your Choice students have the following fields filled in:
      • Completed School Term: The Completed School Term value is yes for every Choice student who finished the year and no if they left before the school year ends.
      • Reason for Exit: Reason for Exit should be TC for every Choice student unless they are graduating from high school, in which case it should be HSC (High School Credential Type needs to be filled out only if they are graduating from high school. A data field will appear if you select HSC), or if they are under 6 years of age, in which case it should be BCA.  This does not mean you are transferring kids out of school at this point. In Wisconsin DPI speak "Exit" means end of year - not leaving the school.
    3. WISEdataEOY
    4. Repeat for each Choice student.
    5. Publish all your data to DPI by going to Start Page > WISEdata and then publishing each of the following: Student Demographics, Student Enrollment, and Student Transcripts (high schools only). 
  1. Print Your Report Cards. Print and file report cards for the current year.
  2. Archive Your Report Cards/Transcripts. Save the pdf file with all student report cards in case you need them later.
  3. Set up your years and terms for the Next School Year.   (Start Page > School  > Years & Terms)
    1. This step is unforgiving so be careful. Start by clicking the blue New button at the top of the page to create a new school year.
    2. Match the template provided. To add the semesters and/or quarters after you have entered your year, click Edit Terms and then click on the New button to create new terms for each quarter.
    3. Do this in order. First do the full year, then semesters (if you need them - classes that are taught one term but not another means you need them) and last do the quarters. No gaps or overlaps between dates are permitted.Import file number is not an issue for most users. Leave it blank. In the unlikely event that you are importing a schedule, a value may be entered later. The first day needs to be the first day school is in session. Students will appear in the gradebook two weeks before school actually begins. You may wish to pad a few days (about a week) on the end of your year in case of snow days or other cancellations.
      • A typical elementary school will look like this:

        elem yr trm

      • A typical high school will look like this (Quarters are optionalhs yr term
      1. Do not set up your calendar now.That process needs to be done after you copy your schedule during the set up the new year process. PowerScheduler users have already set up their calendars.
      2. Run ADA/ADM Attendance Reports. Getting the attendance data back from previous years is a difficult and time-consuming process. Run these reports to get the attendance data and copy it to an Excel file if you need this for state or other reasons. The other report that we suggest you run is the Start Page > System Reports > Engine > Student Attendance List. This will generate a list of all the attendance codes for all of the students for the entire year.
      3. Run the EOY Report. Start Page > System Reports > Engine. Click EOY Report. In the report alerts will be highlighted in yellow. Highlighted graduating students with next grade 99 and next school to 999999 are OK. Highlighted students repeating a grade are also OK.
      4. Set the Next School Indicator The End of Year process uses the Next School Indicator to determine which school each student will attend in the upcoming school year.
            1. The value for students not graduating is the same as your school number. For graduating students moving to a high school on our PowerSchool server, the number is the number of that high school (Arizona LA= 25267, California LHS=1521, Evergreen LHS=25269, Great Plains LHS = 25600, Illinois LHS=1539, Lakeside LHS=25273, Luther Preparatory School = 5422, Manitowoc LHS =1528, Michigan LHS=1529, Michigan Lutheran Seminary = 25287, Northland LHS=25279, Rocky Mountain LHS=5581, Shoreland LHS = 25281, Winnebago LA = 1536.)  Students in 8th grade who are graduating from your school but not attending one of the WELS PowerSchool high schools will be dealt with later.
            2. This can be done individually on the Scheduling Setup student screen, or in groups by updating the Next_School field using the Student Field Value group function. If your drop box for Next School on the Secheduling Setup screen is blank or missing a school, you can add WELS PowerSchool high schools at Start Page>School Setup>Next School
            3. You can mass change the next school as well
                  1. Select the group of students you wish to change.
                  2. Select Student Field Value from the Group Functions drop menu.
                  3. Type Next_School in the field you wish to change box.
                  4. Type in the new value.
      5. Next Year Grade The End of Year process uses the Next Year Grade value to determine which grade level a student will be enrolled in for the upcoming school year. Set each student's Next Year Grade before running the End of Year process. This can be done individually on the Scheduling Setup student screen, or in groups by updating the Sched_NextYearGrade field using the Student Field Value group function. Graduating high students should have the value set to 99. Students in 8th grade graduating to one of the WELS high schools on the server (see step 8.a above) should have next grade set to 9.
      6. Transfer 8th Graders  Select the 8th graders who are not attending a WELS PowerSchool high school. Select Transfer Out of School from the Group Function drop menu. The kids attending WELS schools need to be set to send to the WELS high school in the Scheduling Set up page. Enter the information. Note the check box if you are transferring out more than one 8th grader. If the student is a WI Choice student, be sure to use the best option for Choice students.  The option depends on if the student is continuing in the Choice program or not.
      7. Clear Activities All student activities are automatically carried over during the End of Year process. Clear any student activities that shouldn't carry over into the next school year. This task can be accomplished for groups of students using the Clear Activities function located at Start Page > System Administrator > Clear Activities.
      8. Commit Next Year's Schedule.  If using PowerScheduler, commit the schedule to the live side. If you are not using PowerScheduler, you may omit this step.
      9. Meal Transactions  When running the End of Year process, PowerSchool rolls over the student's current balance as the beginning balance and clears all meal transactions. In some cases the lunch staff may need to refer to historical lunch data. By exporting the meal transactions from the GLDetail table this will allow the lunch staff to review this information without having to load a PowerSchool backup on a test server.
      10. Run the EOY Report Again . Start Page > Reports > Reporting Engine. Click EOY Report. Check to see if the grade levels are correct for next year students. In the report problems will be highlighted in yellow
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