---
title: End of Year Rollover Checklist
description: "Please use the information below to help guide you through \nthe End of Year Process, there are links in this list that will help you with step by step directions User Guides."
---

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1. [Help Center - Knowledge Base](https://help.schoolpathways.com/knowledge?hsLang=en)
2. [End of Year SIS Processes & Resources](https://help.schoolpathways.com/knowledge/end-of-year-sis-processes-resources?hsLang=en)

August 25, 2026

# End of Year Rollover Checklist

## Please use the information below to help guide you through the End of Year Process, there are links in this list that will help you with step by step directions User Guides.

---

##### Resources are organized in the recommended order of completion.

1. [Set School Calendars](https://help.schoolpathways.com/knowledge/end-of-year-rollover-checklist#setschoolcalendars)
2. [Copy Catalogs Between School Years](https://help.schoolpathways.com/knowledge/end-of-year-rollover-checklist#copycatalogs)
3. [Learning Center Registration Windows](https://help.schoolpathways.com/knowledge/end-of-year-rollover-checklist#LCregistrationwindows)
4. [Mass Copy LC Classes to the next school year](https://help.schoolpathways.com/knowledge/end-of-year-rollover-checklist#masscopy)
5. [Enrollment Rollovers/Gradelevel Advancements](https://help.schoolpathways.com/knowledge/end-of-year-rollover-checklist#enrollmentroll)

Video Recording each step can be found here: [End of Year Process-Videos](https://help.schoolpathways.com/knowledge/end-of-year-checklist/videos?hsLang=en)

---

##### **Set School Calendars:**

- Navigation:**Admin \> Settings \> School Calendar**
- Enter your board-approved school calendar for the next School Year

Step By Step Guide

**[*Step 1: EOY School Calendar Rollover User Guide Click Here*](https://help.schoolpathways.com/knowledge/end-of-year-rollover?hsLang=en)**

---

##### **Copy Catalogs between school years**

- Navigation: **Admin \> Transcripts \> Course Catalog**
- This copy of your catalog will copy your courses from the current year to the next. Enabling you to then create classes.
- If any changes need to be made to courses, we recommend doing that once you copy to the next school year.

Step By Step Guide

Catalogs Managed in the Individual School**: *[Step 2 Part 1: EOY Copy Course Catalog User Guide](https://help.schoolpathways.com/knowledge/end-of-year-rollover-/-copy-course-catalog?hsLang=en)***

 Catalogs Managed at the District Oversight *:*  
***[Step 2 Part 2: EOY Copy District Course Catalog User Guide](https://help.schoolpathways.com/knowledge/end-of-year-rollover-/-course-catalog-copy-procedure?hsLang=en)***   

---

##### **Learning Center Registration Windows**

**Navigation:** *Learning Centers\>Learning Centers\>Management\>Define a Course Registration Window*

You will create new LC Registration Window(s) for the next school year.

Step By Step Guide

Learning Center User Guide: ***[Step 3 : EOY Create New LC User Guide](https://help.schoolpathways.com/knowledge/step-4eoy?hsLang=en)***

**Reg Online:**

Reminder to reset your Reg Online policies, specifically these: 

- **Admin \> Settings \> Policies \> Student Registration \> #1** What School year should show on the Registration Forms and **#10** What is the DATE that REG Online should Begin for the SchoolYear?

![Screenshot 2026-08-25 at 3.36.00 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-08-25%20at%203.36.00%20PM.png?width=670&height=74&name=Screenshot%202026-08-25%20at%203.36.00%20PM.png)

![Screenshot 2026-08-25 at 3.37.42 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-08-25%20at%203.37.42%20PM.png?width=670&height=41&name=Screenshot%202026-08-25%20at%203.37.42%20PM.png)

---

##### **Mass Copy LC Classes to the next school year**

**Navigation**: Learning Centers \> Learning Centers \> List Classes

This allows you to copy the classes (CMS, PLS Templates) between school year

Step By Step Guide

**[PLS Template Classes User Guide](https://help.schoolpathways.com/knowledge/pls-template-classes?hsLang=en)**

***[EOY Copy CMS Classes User Guide](https://help.schoolpathways.com/knowledge/step-4-part-1?hsLang=en)***

---

##### **Enrollment Rollovers/Gradelevel Advancements:**

- **Navigation:**Admin \> Student info \> Mass Changes \> Enrollment Rollovers and Gradelevel Advancements
- Use this process to exit students, retain students, and roll over students for the next school year. This might include

Step By Step Guide

[**EOY Enrollment Rollovers/ Grade level Advancements User Guide**](https://help.schoolpathways.com/knowledge/end-of-year-process-/-enrollment-rollovers-and-graduations?hsLang=en)

Example of a checklist that some schools have used:

![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Mar-28-2024-07-59-57-0922-PM.png?width=670&height=439&name=image-png-Mar-28-2024-07-59-57-0922-PM.png)

- **Once all steps are complete, you can:**

1. 1. Register Students for next years Classes
     2. Create/Send Master Agreements for next school year
     3. CALPADS: Complete EOY Submissions

- **Why put students in a pre-enroll over the summer?**

1. 1. Portal Access
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     3. Vendor Bridges - Ex: ParentSquare users - allows for communication over the summer

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    - [Activity Logs](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#activity-logs)
- [Webinars](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#main-content)

    - [Webinars](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#webinars)
    - [End of Year Checklist for Classroom Based /Video](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#end-of-year-checklist-for-classroom-based-video)
    - [Distance Learning / Videos](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#distance-learning-videos)
- [Zoom](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#main-content)

    - [Reports](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#reports)
    - [Teachers Step 2](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#teachers-step-2)
    - [Teachers Step 1](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#teachers-step-1)
    - [Admin](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#admin)
- [CALPADS](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#main-content)

    - [CCI Dashboard Tour](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#cci-dashboard-tour)

[![School Pathways Horizontal logo DARK](https://help.schoolpathways.com/hs-fs/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png?width=200&height=93&name=School%20Pathways%20Horizontal%20logo%20DARK.png "School Pathways Horizontal logo DARK")](https://help.schoolpathways.com/knowledge?hsLang=en)

| [Webinar Registration Link](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | [SIS Log In](https://milestone.plsis.com/mod.php/index.php?) | [School Pathways Blog](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | Contact Us |
| --- | --- | --- | --- |

 

[mailto:customerservice@schoolpathways.com](mailto:customerservice@schoolpathways.com)

```json
{
  "@context" : "https://schema.org",
  "@type" : "Organization",
  "address" : {
    "@type" : "PostalAddress",
    "addressCountry" : "USA",
    "addressLocality" : "Portola",
    "addressRegion" : "CA",
    "postalCode" : "96122",
    "streetAddress" : "PO Box 432"
  },
  "description" : "School Pathways offers K-12 Student Information System (SIS) and education software for charter schools and non-traditional programs.",
  "email" : "hello@schoolpathways.com",
  "logo" : "https://learn.schoolpathways.com/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png",
  "name" : "School Pathways",
  "sameAs" : [ "https://www.linkedin.com/company/school-pathways-llc", "https://www.facebook.com/schoolpathways/", "https://x.com/_schoolpathways" ],
  "telephone" : "866-200-6936",
  "url" : "https://schoolpathways.com/"
}
```