With the new school year right around the corner, it’s time to get ready for your end-of-year rollover! Join our upcoming webinars below or dive into our resources and pre-recorded content to get you all set for a successful 2026!
VIC End-of-Year Preparation Webinar Series
To support Victorian Government and Catholic schools, the Compass Training team is delivering a dedicated End-of-Year Preparation Webinar Series.
This series is designed to equip school staff with the knowledge and tools they need to manage rollover, billing, financial processes, and semester reports with confidence.
🎥 Click here to watch the webinar recordings!
Rollover Handbooks
- VIC GOV Schools – Schedule Builder: Complete Rollover Handbook 2026
- VIC ICON Schools – Schedule Builder: Complete Rollover Handbook 2026
- VIC GOV Schools – Third-Party Timetabler: Complete Rollover Handbook 2026
If you’re a primary school looking to switch to a period-based schedule structure in 2026, check out this blog post for more information!
School Administration
In this section, we will focus on administrative preparation for the upcoming academic year – such as distributing parent login details, budgeting, school contributions, resources and documentation, and managing permissions.
Looking for some rollover tips & tricks?
Make sure you’ve distributed login details to new families!
- ‘Sending Parent & Guardian Logins’ Guide
- ‘Tips & Tricks: Rolling out Compass to Parents’ Guide
Billing Management: Everything you need to know about managing school fees in Compass
- ‘Billing Management – School Fees/Contributions’ YouTube playlist
- Compass Billing Management blog post
- Billing Basics Compass Academy Course
- Billing Set Up Guide
Financial Management: Configure purchase orders, budgets & sub-programs for the new year
- Budgets & Sub-Programs: Admin Guide
- Financial Management: Administration Guide
- How to create a Purchase Order
- How to manage your Sub-Program Budget
Permissions: New staff members and new roles? Make sure you assign the correct permissions
For more information on auditing permissions, check out the resources below:
Learning Tasks: Organise study materials and create Learning Task templates
If you’re looking to create dynamic Learning Task Templates and streamline this process, make sure you check out Master Learning Tasks! For more information, have a look at the Learning Tasks Management blog post here.
First time using Learning Tasks? Or maybe you’re just after a refresher? Have a look at the resources below:
- Learning Tasks webinar recording
- ‘Curriculum Management – Continuous Reporting’ – This Compass Academy course takes you through using Learning Tasks for continuous reporting in Compass
Tip: Get a fresh start! Tidy up your School Resources and make sure your resources for the new school year are easy to find.
Semester Reports: Get a head start on your 2026 reports
Make sure you’ve got reporting subjects ready for Semester 1 reports! If your school uses Schedule Builder in Compass to generate your schedule or timetable, make sure you have also created any subjects you will be reporting on in 2026:
‘Creating Subjects for Semester Reports’ Guide
Note: If you’re a Victorian primary school moving towards a period-by-period structure in 2026, you will be creating your specialist classes as part of your schedule configuration for the new academic year. That’s one thing already ticked off of your to-do list!
Student & Data Management
Now let’s have a look at how you collect and visualise student data! In this section, we’ll focus on managing and exporting attendance data, as well as tidying up your Chronicle templates and Pulse dashboards.
Attendance Data
Victorian Government Schools: For more information on how to obtain CASES21 Equivalent Attendance Reports, please download this PDF here.
In preparation for the new academic year, make sure you are aware of any outstanding unexplained absences that may require follow-up:
Tip: Generate ‘Not Present/Late Letters’ via the Attendance module, under the ‘Reports and exports’ section
Also, make sure you are following up on any unmarked rolls:
Tip: You can send an email to all teachers with unmarked rolls by clicking the ‘Send Email’ option under the Unmarked Rolls tab of the Attendance module.
Chronicle & Pulse: Optimise Chronicle templates & update your Pulse dashboards
For some great resources on optimising Chronicle and setting up effective Pulse dashboards, check out our Pulse blog post linked here.
Tip: Don’t forget to update the date range configurations on your Pulse widgets, as well as the notification and approval chains of your Chronicle templates!
Looking to upskill?
Get ready for the new academic year by expanding your Compass knowledge! Explore the resources below to help set yourself up for success:
- Compass Module Demonstrations YouTube playlist
- Compass Academy
After some more training? Submit a request via this form and organise a training session with one of our skilled consultants.
If you have any questions regarding your end-of-year rollover, please reach out to our lovely Support Team on (03) 9005 5217.