Hr Create a Student Group from a File Upload

Use if there is an existing list of students that is not a naturally forming group in Homeroom OR there needs to be data that can be used to filter or create a Smart Group. For example, 

• Students that come into the health room frequently
• Students that are tracked in the counseling office 
• Or a large group of students already identified in Homeroom that you want to make into multiple smaller groups. 

To start, you will need a comma-separated value file (with the CSV file extension) that contains only one column, whose header and data must MATCH EXACTLY with one of the following student identifiers:

• SSID
• Other ID
• External Application ID (in Skyward, this is the Internal ID)
• Student ID (this is their Homeroom ID, available in Data Admin, under Students)

NOTE: The file can come from Homeroom. Use the download feature and select a student ID to download with it. Next, sort through students as needed, deleting or separating them into additional files. Then, save the file(s) as a CSV. 

STEPS TO CREATE A BRAND NEW GROUP WITH AN UPLOAD FILE:

Navigate to Homeroom Dashboards and then Student Groups on the left-hand navigation menu. Click Create v1 Student Group. From the My Student Groups tab, select the New Static Group button.

Enter a meaningful name, and select Save  NOTE: If you accidentally click Save & Edit, it will take you to where you can type in student names. If this happens, select the Back to Group button on the left to go to continue.

Highlight the group listed on the left in the My Student Groups tab. Next, select Action Gear on the right, and a  drop-down menu will appear. Choose Upload Students to this Group.     

In the dialog box that opens, select Choose File. Next, locate your CSV file and select Upload.

You will receive a success message and be returned to the dialog box. Either upload another list or select Cancel. You will receive an email from Homeroom notifying you of any errors similar to the one below. Now the group has been populated with the successfully uploaded students ready for use.

Follow-up note: After the group is created and has students populated, you can upload it again to add more students. However, removing students from the list must be done manually using the Remove Students under the Actions Gear menu. If there are many changes to the group, it may be easier to upload to create a new group with the new list.

If you encounter problems or have questions, contact your district's Homeroom representative or submit a Help Desk ticket to support@schooldata.net