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When a Teacher Leaves

How to reassign a teacher's enrolments and archive their Staff record

Updated over a week ago

Reallocate Enrolments

To change the teacher for tuition enrolments see Permanently Change Teacher in Bulk.

To reallocate ensembles, you need to open the ensemble setup screen in Ensemble Codes.

Open from the Staff Record

If you select the ensemble listing in the Staff Contacts record, it will open in the setup screen.

Find in Ensemble Codes

But if the teacher has more than just 1 or 2 ensembles, it will be quicker to find them in the Ensemble Codes file.

Go to Home > Setup Files > Ensembles and perform a Find for the conductor's name.

Open each ensemble, then select Staffing. Delete the archived teacher's Staff ID where it appears, and enter the replacing teacher's Staff ID.

Archive the Teacher

To archive a teacher, select Archive Staff Member on their record. It's best to only archive a teacher after they have completed all their attendance rolls and had their final pay advice slip.

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