Withdrawing and Transferring a Student

Transferring and Withdrawing a Student

Transferring a Student

Students can be transferred between schools in the same division.
Important note: Never set transfer information for a student without a transfer request from the receiving school.

Sending School:

  1. In the School view, click the Student top tab. 

  2. Check the box beside the student being transferred.

  3. Click the Details side tab or the blue hyperlink of the student name.

  4. In the Demographics sub-tab:
    1. Transfer Pending: Check the box
    2. Transfer School > School Name: Use the  icon to select the school the student is being transferred to. 


Receiving School:

  1. In the School view, click the Student top tab.
  2. In the Options menu, click Registration > Transfer Student.
  3. In the Transfer Student pop-up window, click the Name icon to view student(s) to be received. Click OK if it is the correct student. 
    1. Withdrawal: Date: Enter the date the student is being withdrawn from the previous school. 
    2. Withdrawal: Entry/Withdraw Code: Select the reason the student is leaving the previous school.
    3. Entry: Date: Enter the date the student begins at this school. 
    4. Entry: Entry/Withdraw Code: Select the reason the student is entering this school.








  4. Click Save to complete the transfer.
  5. Review all student demographics to ensure they are up-to-date as per the enrollment form completed by the parent. Add homeroom and report card information as needed.

Withdrawing a Student

Students are withdrawn when they are leaving for a school outside the division or are discontinuing schooling in this jurisdiction. 
  1. In the School view, click the Student top tab. 

  2. Check the box beside the student to be withdrawn.

  3. Click the Details side tab to the blue hyperlink of the student name.

  4. In the Options menu, select Registration > Withdraw Student... The Withdraw Student wizard window will appear. 
    1. Name: Ensure the correct student is selected.
    2. Date: Enter the date the student is being withdrawn.
    3. Entry/Withdraw Code: Select the reason the student is withdrawing.
    4. Student Status: Use the drop-down menu to select Withdrawn.
    5. Disable related user accounts: Check the box if the student portal has been used. 
    6. Create a former school association: Check the box if the access to the student needs to be retained for some time. Access will automatically expire at the end of the school year. 
    7. Click OK to complete the withdraw