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Pulse Annual Rollover Process

Updated

This article is for Pulse Coordinators.

The annual Rollover Process helps you prepare for the next school year’s Pulse onboarding and configuration.

  Important

All Pulse check-ins, reminders, reporting, and other activities are concluded on the term dates you’ve set for the current school year. After these dates, only Pulse staff with Wellbeing oversight can sign in.

Before you begin

Ensure you have the following before starting the Rollover process.

  • Receive the Pulse Rollover notification: Before the school year ends, Pulse will email you to confirm it’s ready for the rollover. Contact your Customer Success Manager if you haven’t received this email by the end of the school year.
  • Staff responsible for school data and Pulse configuration. Identify the persons who will prepare and import your school data (for manual data sharing) and configure your Pulse enrolments and settings. They can be the same staff member.
  • Check if your school uses Wonde. Your school may already be with Wonde and only needs to allow Pulse to access your data. Wonde automatically syncs school data with Pulse, including enrolments and school structure. Check with your school’s IT Support or Wonde’s support team for help.

Rollover steps

You must complete the Rollover Process separately for Student Pulse and Staff Pulse.

  1. Sign in to the Pulse Coordinator dashboard and select Rollover on the left menu.
  2. Select Edit next to the Pulse product with an ‘Incomplete’ indicator. The Edit Details pop-up will appear.
  3. For Switch to Wonde Integration, select:
    • No if your school uploads school data to Pulse manually.

    • Yes if your school is switching to, or already uses, Wonde. Skip to Step 5.

        Note

      If you’re already using Wonde, next year’s school data will sync automatically with Pulse. Contact Wonde’s Support Team to ensure it’s integrated with your school’s information system or to allow Pulse to access your school data.

  4. For Who will be importing your data?, enter the nominated staff member’s name.
  5. For Who will be configuring Pulse?, enter the nominated staff member’s name.
  6. Select Save. The pop-up will close, and the Rollover page will reload, showing the ‘Complete’ status. You can still change your inputs by selecting Edit.
pul-gui-081_completed status.png

Image 1: The ‘Complete’ status for completed rollovers.

Next: Onboarding for the next school year

When the next school year starts, Pulse will email your nominated staff to begin the Pulse onboarding process.