The instructions below are designed for those using the Bulk Carryover method. If you’d like the instructions for Simple Carryover click here, click here.
- Navigate to Hatch Insights and log in with your admin credentials.
- For Bulk Carryover, you will need to create all of your new year’s classes first. To create a class, select “ROSTER” and then select Add New Class.
- Complete information to create the classroom and select Create Class to save settings.
- To begin Bulk Carryover, select “ROSTER” and then select “Carryover Last Year’s Children”.
- Here you will see two options for carryover: Simple or Bulk. Simple is recommended if you’re only responsible for a couple of classes or if you need to carry over a relatively small number of children. Bulk carryover is recommended if you need to update multiple classes or you have a lot of children to carry over.
- In this article, we’ll discuss Bulk Carryover. Once you click continue under bulk edit CSV, you’ll see a screen with instructions on how to carryover using a CSV file
- First, click the plus next to “GUIDELINES” in the grey bar. Here you’ll see the required formatting for the CSV file. Start by downloading last year’s data, using this data you can edit the spreadsheet given by removing any children that you do not wish to carry over or you can create a separate spreadsheet with all the children you’d like to carry over to the new year. The spreadsheet should include their Child ID, first name, last name, their previous classroom, their previous teacher’s name, their school name, and the name of the new classroom you want to put them in. Once you’ve created your spreadsheet, save it as a CSV file and upload it to Insights.