At the start of the academic year, use our bulk enrolment tool to seamlessly set up classes, students and teachers across the school and make it easy for classroom teachers to get started on Wellio.
There are three key steps for setting up your teachers and classes in the platform:
- Download the Enrolment Template
- Populate the template with class list details
- Upload to the Enrolment portal
Before enrolling teachers and classes, there are two things you'll need to have ready to go:
- Admin-level permissions for Wellio. If you do not have admin access please contact us at support@wellioeducation.com
- The lesson sequences that will be used by classes. Learn how to create a sequence by clicking here.
- If you have been a customer with us previously and wish to reuse a set of lessons created in a prior academic year, you can duplicate previous sequences. Check out this article to discover how.
Download the Enrolment Template
Watch this video tutorial for a step-by-step guide to downloading the Enrolment Template in Wellio.
Log in to your Wellio admin account here.
You'll need admin-level permissions to set your school up in Wellio. If you do not have admin access please contact us at support@wellioeducation.com
Click Enrol classes.
In the Classes section of your Wellio account (also conveniently your home screen!), you'll see a purple Enrol Classes button in the top left hand corner. Select this button to begin the enrolment process.
Select Enrolment portal for bulk class creation.
Click into the Enrolment portal to complete a 'bulk' upload of class data.
- You can use the Create a class option to help with creating individual classes in the platform.
Download the class template (.csv)
Populate the template with class list details
Open the downloaded csv file
The class template CSV file will be stored in your computer downloads. Click onto this file to open the spreadsheet.
Watch this video tutorial for a step-by-step guide to filling out the Enrolment Template.
Fill in the required information
For each class you're setting up in the platform, you'll be prompted to fill in the:
- Student first name
- Student last name
- Student email
- Student Year level
- Class name
- Student year level
- Sequence name
- Teacher first name
- Teacher surname
- Teacher email address
- There's also space to add a second teacher to each class, for any classes that have two teachers.
Remember that all teachers can still access all classes in Wellio (through the All Classes tab on their home screen), so there's no need to add additional teachers to classes for the sake of visibility.
Student details:
Students who are included in the CSV spreadsheet will automatically be assigned to their respective classes. Students can also signup to the Wellio platform by following the steps in this guide.
Class Name:
Class naming conventions vary among schools: for example a class name may be "Year 7A Wellbeing" or " 7A Pastoral Care".
Sequence Name:
If you're not sure what a particular sequence is called, you can access the names of your sequences by clicking into the Sequences tab at the top of your account, watch the video below to learn how!
Additional Teachers
If you have two teachers teaching a class, the details of the second teacher will be filled out in the columns labelled "Teacher 2 First Name", "Teacher 2 Last Name" and "Teacher 2 Email". Both Teacher 1 and Teacher 2 will be added to the class.
Save and name the spreadsheet
Once you have filled in all the necessary information, re-name your CSV file to include your school name and the academic year, for example: "School Name - 2024 Class Enrolment" and save/download this file to your computer.
Upload to the Enrolment portal
1. If need be, click back to the Enrol Classes button in Wellio and click into the Enrolment Portal again.
2. Drag the file into the Enrolment Portal or select the file by clicking on Upload class template.
3. Click submit to support.
4. Our Support team will email you to confirm when your classes have been set up in the platform.
If you encounter any issues or have any questions, please reach out to us at support@wellioeducation.com.
If you forgot to enrol a class or want to add a new class later in the year, simply enrol a new class individually through the enrolment portal. Here's a guide for this: How to Add a New Class to the Wellio Platform