HUBmis_LIGHT_Reg TM

Admin Training

Course Contents

A quick overview and introduction to HUBmis and how to find your way around.

Duration: 3 minutes

Discover the full range of configurable options within this module, spanning from amending attendance codes to creating new note types, from creating student tags to managing Departments.

Duration: 10 minutes

Learn how to create detailed permission roles for your staff, guaranteeing precise access levels to different modules. Customize access to switch between on/off, read-only, or full-editable modes.

Duration: 8 minutes

With a number of detailed settings that can applied to both staff and users alike, find out what can be edited for each role.

Duration: 8 minutes

Take me there

Discover what makes up a staff record within HUBmis, looking at how to create new records and edit current or even amending leaving staff to becoming a past staff member. In Staff records, you’ll be able to add photographs, check their timetable and even update with their mandatory School checks which feed directly into your SCR.

Duration: 12 minutes

Take me there

With a range of detailed settings that can applied to students, explore what can be configured such as student tags, previous schools and boarding types.
Duration: 6 minutes

Discover what makes up a Student record within HUBmis, looking at how to create new records and edit current or even amending leaving students to becoming a past pupil. In Student records, you’ll be able to add photographs, check their timetable, their allocated classes along as well as being able to find their emergency contacts at the touch of a button.

Duration: 19 minutes

Take me there

Explore what makes up a Contact record, how it is linked to a student’s record with a relationship type along with address and phone details and a communication trail to see which communications have been sent out.

Duration: 6 minutes

Take me there

Create timetables for different sections of your school, wither by importing from Timetabler or by creating your own in-product. Look at how to allocate registration slots, classes, after school clubs and even duties for staff.

Duration: 15 minutes

 

Take me there

Learn how to take attendance, quickly view which registers are yet to be taken along with an absence report to find out those not in school.

Duration: 3 minutes

Take me there

Learn how to get the most from the in-depth Communication Module in HUBmis.

Duration: 11 minutes

Take me there

In the 1st iteration of this module, find out how you can find all available staff across the school who you may need to help cover classes.

Duration: 5 minutes

Take me there

Course Overview

Learn the basics of using HUBmis as a Staff Administrator using the system. This course includes everything a school administrator might need to know when using the system on a daily basis, from settings to Attendance.

Course Length

Complete the course in 90 minutes.

Previous Knowledge and Requirements

No previous knowledge is required, but this course works best on a desktop or laptop, and you might want headphones if you’re in a shared space.

Lesson 1:

Navigating HUBmis

  • Login to HUBmis

  • Filter a data grid 

  • Export data from a grid

Lesson 2:

School Settings

  • Add your school’s contact details and logo

  • Create your school’s academic structure
  • Create and re-order records

  • Link subjects to departments

  • Create subject sets and add students to them

  • Set attendance codes

  • Set note types

Lesson 3:

Access & Permission Roles

  • Send invites to HUB

  • Suspend a user’s access

  • Check who has logged in
  • Set up new permission roles
  • Give helpdesk permissions

Lesson 4:

Staff and User Settings

  • Configure positions

  • Change default working days and times

  • Add address types
  • Set up note types
  • Amend email templates

Lesson 5:

Staff Module

  • Use filters to search for staff
  • Link staff members to positions
  • Assign staff to departments, sections and rooms

  • Complete a staff member’s employment section

  • Record a staff member’s contact details
  • View a staff member’s timetable

  • Upload documents to identity checks

Lesson 6:

Student Settings

  • Set boarding types if required
  • Configure admissions year groups and years

  • Set up medical note types

  • Configure student tags
  • Add custom fields and subcategories

Lesson 7:

Student Module

  • Filter students by year group or name
  • View a student’s published reports

  • Find the emergency contact for a student

  • Link siblings

  • Print a student’s timetable 

Lesson 8:

Contacts

  • Amend which students a contact has access to

  • Change relationship types for contacts and students

  • Signal a contact as a medical contact or bill payer

Lesson 9:

Timetables

  • Allocate classes to timetables

  • Export a live calendar like to iCal

  • Approve clashes

  • Edit and re-publish a timetable

Lesson 10:

Attendance

  • Take attendance

  • Print a fire drill report

  • Add a note to an attendance mark

Lesson 11:

Communication

  • Use filters to choose recipients of an email

  • Send an email to the primary contacts linked to students

  • Add attachments to a communication
  • Use merge fields within a communication

Lesson 12:

Staff Cover

  • Check availability for a future date

  • Add a new absence and assign it to the staff

  • Filter the list of absences

  • Configure cover reasons

Quiz

Complete the quiz below as part of your HUBmis certification.

Want to learn more on HUBmis? Check out our other courses or reach out about bespoke training.

Join hundreds of independent schools who trust WCBS to deliver their finance software and ensure your bursary, payroll and HR departments continue to effectively manage finances throughout your school.

Get in touch to discover how passFINANCE can offer your school more efficient and effective financial control.