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Getting started: a school

A first-week checklist for a school: set up, people, classes, fees, attendance, exams and parents.

General · Getting started · Last checked 2026-10-19

Do these in order. Each step links to the guide.

Week 1: set up

  1. Sign in and choose your language. Sign in and choose your language
  2. Institute > Institution profile. Check the preset is School and the features you want. Choose the state and board, and switch on features
  3. Institute > State and board. Choose your state and board. Apply the holidays and the grading.
  4. Institute > Academic years. Check the current year, terms and holidays. Start a new academic year
  5. Academics > Standards, Divisions, Subjects. Add the standards, the divisions with class teachers and capacity, and the subjects offered.
  6. Institute > Staff logins. Give each staff member a sign-in and a role. Give a staff member a sign-in

Week 1 to 2: students and parents

  1. Bring in the students. Import students or Admit a student
  2. Give parents logins from the division page (preview first). A parent signs in with the phone number you recorded. Reset a parent's sign-in
  3. Install the phone app for parents and teachers. The phone app: install and sign in

Money

  1. Fees > Fee structures. Make a structure for each standard, assign it and generate invoices. Fee structures and invoices
  2. Collect at the counter and give receipts. Collect a fee and issue a receipt
  3. If your state has a fee law, check the structures. Fee law and the fee notice
  4. Later: online payment. Switch on online fee payment

Every day

  1. Attendance. Take daily attendance
  2. Notices. Send a notice
  3. Exams and marks. Enter exam marks

Later

Timetable (Bell schedules), payroll (Run payroll), privacy (DPDP notices and consent), government forms (APAAR, UDISE+).

Using SunRuby already? Press the ? button at the top of any screen for the guide to that screen.

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