How to use Year of Entry Settings Go to Settings > Year of Entry Settings and select the calendar years and grade/year of entry that parents can select at the beginning of filling an enrolment form or an expression-of-interest form. …
Fees and Payment Gateway EnrolHQ integrates with different banks as part of the standard system. To get the credit card payments set up, please ask your Finance team to contact the bank to get any Usernames/Passwords, API Keys and Merchant …
Types of Fields in EnrolHQ Permanent fields EnrolHQ has 11 permanent fields that cannot be disabled so that the user profiles are set up correctly and reports generated. - Students First Name (Profile) - Students Last Name (Profile) - Students …
School Settings School Settings is the first option within the Settings Menu 1 Name 2 Gender (at the school) 3 Website 4 Add New Entry (allow API requests from domains) 5 Business Number Abbreviation - (ABN is the default for …
What is the Contact Details Log Report? The Contact Details Log report shows an overview of every detail changes that has been submitted via EnrolHQ. Using this report, you can keep track of all the changes at Student, Parent or …
Email Tracking report It is advised to check for emails that may have been bounced or rejected on a regular basis so that staff can contact parents and update the details. Note: emails that fail to send are flagged as …
How to use the Custom Form Report A short Video is available to show you how to use - How to Use the Custom Form Submits Form Go to Reports > Custom Form Submits Use the selection criteria to select …
Report on Register Interest Duplicates Go to Reports > Register Interest Duplicates You can search using the search function (minimum of 3 characters) or you can use the filters for Year or Entry or Calendar Year of Entry.
Outstanding Staff Tasks Go to Reports > Tasks You can select the Outstanding task by the following filters: 1 Created by 2 Assigned to 3 Completed 4 In Past Staff can go to the profile that the task has been …
What is the Enquiries Report? The Enquiries report shows an overview of every enquiry, either manually entered or submitted via EnrolHQ. You can use this report to keep track of your enquiries. You can also use this report to filter …
Comments - Notes Added Against a Student’s Profile Reports > Comments Filters - use these as required Maintenance - you can adjust the view of the report by moving or selecting the spanner and activating or deactivating different columns Export …
Siblings Report Overview The siblings report shows an overview of every type of sibling and their status within EnrolHQ. All of the standard filters are available including Status, Gender, Year of Entry, Calendar Year of Entry, Attendance Type and Campus …
What is the Documents Report? The documents report shows an overview of every document that is asked for and/or submitted via EnrolHQ. Using this report, you can keep track of all the documents you’ve requested that have not been uploaded …
Predictor Report Generation Go to Reports > Predictor Select the Status columns you wish to add to the report Select attendance type You will need to enter details that are not currently available in EnrolHQ 1 The status columns selected …
Customised School and/or Suburb Groupings This is relevant for schools that use feeder schools Remember to enable the “apply grouping” setting in the Geo Data report to activate your customised groupings.You can add several schools together so the number that …
Why do my numbers not add up The numbers in this report are based on EnrolHQ profiles with “postcode” answer registered For example: The residential “postcode” question is not answered for certain profiles which results in the student number on …
Adjusting conversion stages To read more about how to adjust conversion stages please read “How to adjust conversion stages to my enrolment process” Why do my numbers not add up The numbers in this report are based on EnrolHQ profiles …
Student Profile Conversion Report The student profile conversion report shows a detailed overview over how your students progress through the enrolment journey structured by year levels. It is based on actions rather than statuses which gives a factual overview of …
What is Student Profile Snapshot Report This report shows a real-time overview of the students in a particular status at this stage of time. The report is dynamic - as soon as any status is updated the change is reflected …
How the non-cumulative mode works If a student profile was created by a parent filling out an enquiry form, the report will add +1 to the enquiry status field in the report. As the student progresses through to application status, …