To assign advisors one at a time, go to the year group's Members > Homeroom Advisor tab, choose a teacher for each student and select Save Changes. To assign many at once, go to Year Groups > Browse All Year Groups > Bulk Assign Students and upload the CSV template.
For admins who assign homeroom advisors to students, and for advisors who want to know what they can do in Homeroom.
| I want to | Go to |
|---|---|
| Assign advisors one at a time | Year Group > Members > Homeroom Advisor |
| Assign advisors in bulk | Year Groups > Browse All Year Groups > Bulk Assign Students |
| Allow more than one advisor per student | Settings > Security & Permissions > General |
| See what advisors can do | Homeroom |
Assign advisors one at a time
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Open the year group and go to Members > Homeroom Advisor.
Choose a teacher from the dropdown menu next to each student. To give one advisor to several students, use the arrow.
Select Save Changes.
Only users imported as teachers and advisors appear in these dropdown menus.
Assign advisors in bulk
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Go to Year Groups > Browse All Year Groups > Bulk Assign Students.
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Download the CSV template and fill it in.
Save your spreadsheet as a CSV file and upload it.
Select Bulk Assign.
If you have trouble with the import, send the CSV file to us through Submit a request and our data team will look into it.
Assign additional homeroom advisors
You can allow more than one homeroom advisor per student.
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Go to Settings > Security & Permissions > General and turn on the option to assign multiple homeroom advisors.
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To assign them one at a time, go to Year Group > Members > Homeroom Advisor. You can add up to ten additional advisors per student.
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To assign them in bulk, go to Year Groups > Browse All Year Groups > Bulk Assign Students. The CSV template now has an extra Additional Homeroom Advisors E-mails column. Enter up to 10 email addresses per student, separated by a semicolon (;). Save the file as CSV, upload it with Choose File and select Bulk Assign.
A user who is already the homeroom advisor for a student cannot also be added as an additional advisor for that student.
What homeroom advisors can do
Record homeroom attendance
For schools using ManageBac+ for attendance, advisors take homeroom attendance in Homeroom > Attendance.
Additional advisors can also record homeroom attendance here. Each advisor sees their primary homeroom students first, with students they advise as an additional advisor grouped below.
For PYP homeroom advisors with Enable Substitute recording of Homeroom Advisor Attendance configured, a third group shows students in their PYP classes who are not assigned to them as homeroom or additional advisor.
Enter advisory comments
For schools using ManageBac+ for reports, advisors leave term-based comments in Homeroom > Advisory Comments.
Go to Homeroom > Advisory Comments to see the students assigned to you.
Select the programme to sort students, then select the academic term.
Enter your comment in the text box. Rich text options are available.
Select Save Changes at the bottom of the page.
To export advisory comments and student details, select Export to Excel.
Review term grades
Advisors can view their students' term grades in Homeroom > Term Grades.
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Filter by Programme and Academic Term, then select a student from the roster or use Search by Student Name.
Check the Status column. Submitted means term grades are entered in all of the student's classes. Waiting means data is still missing in at least one class.
Select a student to expand their term grades and spot any gaps.
Select View Reflections to see completed or outstanding reflections.