Principal onboarding

Run your campus with confidence

校长培训

自信地管理您的校区

Watch the Principal workflows观看校长操作视频

Use these approval-focused demos to see the decision boundary before you review a live request or calendar.在审核实际申请或校历前，先观看这些以审批为重点的演示，了解决策边界。

Captions are available in English and Chinese. Use the live record and your school’s approval process—not the demo alone—to make decisions.视频提供英文和中文字幕。实际决策请以实时记录和学校审批流程为准，不要只依赖演示。

Use the Principal role to set direction, approve high-impact changes, and keep your campus ready. Work only in the campus shown in your active context.

Your first five minutes

  1. Choose Principal in the role switcher and confirm the correct campus.
  2. Open Overview to spot approval, staffing, enrollment, and billing signals.
  3. Open each related record before acting; dashboard counts are prompts for review, not decisions by themselves.

Privacy: Use an individual account, lock or sign out of shared devices, and discuss student or billing details only with authorized school personnel.

Essential work before launch

1. Review your campus

Use Overview, Campus Overview, and Campus Information to confirm contacts, hours, school-year readiness, course capacity, and teacher edit policy.

Before changing a setting: understand which families, teachers, courses, and dates it affects. Coordinate changes during active registration.

2. Approve teacher access

  1. Open Teacher Approvals.
  2. Confirm the person, campus, and teaching need with the school’s hiring/operations process.
  3. Approve or reject. Give a clear reason when the request should be corrected and resubmitted.

Result: approval grants the teacher persona; it does not assign courses. Use Teachers to confirm assignments.

3. Review a calendar submission

  1. Open Calendar Approvals and review every term date, no-class day, and lesson impact.
  2. Approve when ready, return it with requested corrections, or reject it when it should not proceed.
  3. Tell Staff and Teachers about approved date changes before they work from the calendar.

Why this matters: calendar approval affects schedules visible to teachers and families.

4. Keep access current

Use Staff to add, activate, or deactivate staff access, and use Teachers to review teacher profiles and course coverage. Remove access promptly when responsibilities end.

Check first: deactivating a teacher can leave an active course without an assignment.

5. Steward courses and billing

Use Courses for course status and operational review; use Invoices and Outstanding to understand a family’s billing history before responding. An enrollment status and an invoice/payment status are different records.

Finance handoff: verify invoice context, then route refunds, charge disputes, bank/Stripe questions, and payment-setting changes to the designated finance or technical owner.

Decision check: teacher approval

Teacher Approvals page for a Principal at North Campus, showing one fictional pending teacher request with Review, Approve, and Reject actions.
High-impact action: approve access only after review. This safe demo shows a fictional request. The numbered notes below describe the same markers in the image.
  1. Confirm that your active role and campus are correct before acting.
  2. Verify the person, campus, and teaching need through your school’s hiring or operations process.
  3. Open Review and check the full request before choosing an outcome.
  4. Choose Approve only when authorized, or Reject when the request should not proceed. Approval grants the teacher persona; it does not assign a course.

Decision check: calendar approval

School Year Planning page for a Principal at North Campus, showing a fictional ONBOARDING-DEMO 2026–2027 calendar with Pending approval status, dates, lesson counts, and View calendar, Approve, and Reject actions.
High-impact action: approve a calendar only after checking its details. This safe demo uses a fictional school year. The numbered notes below describe the same markers in the image.
  1. Confirm that your active role and campus are correct before acting.
  2. Confirm the calendar is in Pending approval; a draft, approved, or rejected calendar needs a different response.
  3. Check the school-year dates, term ranges, and lesson counts for the calendar’s operational impact.
  4. Open View calendar to review the dates and no-class days, then return to approve or reject according to your school’s process.

Reference: no pending teacher requests

Teacher Approvals screen showing that there are no pending teacher requests.
Reference only: this screen means there are no teacher profiles waiting for approval. It is not an approval-action example. When a request is pending, follow the review steps and your school’s hiring/operations process before approving or rejecting it.

Principal and Staff: the enrollment boundary

Principals can review enrollment information and resolve policy questions. Staff performs the operational enrollment work: New Registration and Update Enrollment (add, transfer, or drop). Do not ask a teacher or parent to alter a record they cannot manage.

Escalate clearly: send a Staff request with the student, desired effective date, course, and approved decision. Do not include more personal information than needed.

Payment and billing safety

  • Review an invoice before discussing a balance or recording any follow-up.
  • Keep payment setup changes out of active family checkout periods unless finance has approved the timing.
  • Do not collect card or bank details by email, chat, screenshots, or paper notes.
  • For payment setup, Stripe connection, refund, or transaction concerns, use the school’s finance/technical escalation path.

Optional volunteer program oversight

If your campus enables volunteering, use the Staff volunteer operations material for the working sequence: program setup, series, events, and roster review. Principal oversight should focus on policy, capacity, safety, and escalation—not duplicate Staff event work. Teachers receive assigned classroom help; Parents manage only their own family’s signup, edit/cancel action, and waitlist result.

Watch above: the Principal videos cover teacher approval and calendar review; use the Staff volunteer video when you need the full setup-to-roster sequence.

Useful references

Students and Enrollments: investigate a family question. Profile and Password: maintain your own account only. If your school enables a volunteer program, use the separate volunteer operations material rather than treating it as a required launch workflow.

This guide uses current, safe demo captures. Never use a screenshot as the only basis for approving a teacher.

校长角色用于确定校区方向、审批高影响变更，并保持校区准备就绪。请只在当前上下文显示的校区内操作。

前五分钟

  1. 在角色切换器中选择校长，并确认校区正确。
  2. 打开总览，查看审批、人员、报名和账单提示。
  3. 操作前打开相关记录；首页数字只是需要查看的提示，不是单独的决策依据。

隐私：请使用个人账号；共用设备要锁定或退出；学生和账单信息只与获授权的学校人员讨论。

上线前必须掌握的工作

1. 查看校区情况

使用总览、校区总览和校区信息确认联系方式、办公时间、学年准备情况、课程容量和教师编辑政策。

修改前：先了解会影响哪些家庭、教师、课程和日期。报名期间的改动要先协调。

2. 审批教师权限

  1. 打开教师审批。
  2. 按学校的聘用/运营流程确认人员、校区和教学需求。
  3. 批准或拒绝；需要修改后重提时，请写清原因。

结果：批准会授予教师角色，但不会自动分配课程。请在教师中确认任课安排。

3. 审核校历提交

  1. 打开校历审批，查看每个学期日期、停课日和课次影响。
  2. 准备就绪后批准；需要修改则退回；不应继续则拒绝。
  3. 日期批准后，在教师和员工使用前通知他们。

原因：校历审批会影响教师和家长看到的日程。

4. 保持权限最新

使用员工添加、启用或停用员工权限；使用教师检查教师资料和课程覆盖。职责结束时及时移除权限。

先检查：停用教师可能让进行中的课程没有任课教师。

5. 管理课程和账单

使用课程查看课程状态和运营情况；使用发票和未结余额了解家庭账单历史后再回复。报名状态和发票/付款状态是不同记录。

交给财务：先核对发票上下文，再将退款、扣款争议、银行/Stripe 问题和付款设置改动交给指定的财务或技术负责人。

操作核对：教师审批

North Campus 校长的教师审批页面，显示一条虚构的待审批教师申请，以及 Review、Approve 和 Reject 操作。
高影响操作：审核后再授予权限。 此安全演示显示的是虚构申请。下方编号说明对应截图中的标记。
  1. 操作前确认当前角色和校区正确。
  2. 按学校的聘用或运营流程核实人员、校区和教学需求。
  3. 先打开 Review，检查完整申请后再决定结果。
  4. 只有在已获授权时才选择 Approve；申请不应继续时选择 Reject。批准会授予教师角色，但不会分配课程。

操作核对：校历审批

North Campus 校长的 School Year Planning 页面，显示虚构的 ONBOARDING-DEMO 2026–2027 校历，状态为 Pending approval，并有日期、课次数量以及 View calendar、Approve、Reject 操作。
高影响操作：核对详情后再审批校历。 此安全演示使用虚构学年。下方编号说明对应截图中的标记。
  1. 操作前确认当前角色和校区正确。
  2. 确认校历处于 Pending approval；草稿、已批准或已拒绝的校历需要不同处理。
  3. 检查学年日期、学期范围和课次数量，了解校历的运营影响。
  4. 打开 View calendar 查看日期和停课日；再按学校流程返回批准或拒绝。

参考：没有待审批的教师申请

教师审批页面，显示当前没有待审批的教师申请。
仅供参考：此页面表示当前没有等待审批的教师资料，并不是审批操作示例。出现待审批申请时，请按上方步骤和学校的聘用/运营流程核实后，再批准或拒绝。

校长与员工：报名职责边界

校长可以查看报名信息并处理政策问题。员工负责实际的报名操作：新生注册和更新报名（添加、转班或退课）。不要要求教师或家长更改他们无权管理的记录。

清楚地升级：向员工提供学生、所需生效日期、课程和已批准的决定；不要包含不必要的个人信息。

付款和账单安全

  • 讨论余额或安排后续前，先查看发票。
  • 活跃的家长付款期间，未经财务同意不要更改付款设置。
  • 不要通过邮件、聊天、截图或纸质记录收集银行卡或银行信息。
  • 付款设置、Stripe 连接、退款或交易问题，请按学校的财务/技术升级流程处理。

可选的志愿服务项目监督

如果校区启用志愿服务，请使用 Staff 志愿服务运营材料了解实际顺序：项目设置、系列、活动和名单查看。Principal 的监督应聚焦政策、容量、安全和升级处理，而不是重复 Staff 的活动操作。教师接收已分配的课堂协助；家长只管理自己家庭的报名、编辑/取消和候补结果。

请观看上方视频：校长视频涵盖教师审批和校历审核；需要完整的志愿服务设置到名单流程时，请观看 Staff 志愿服务视频。

常用参考

学生和报名：调查家庭问题。个人资料和密码：只维护自己的账号。若学校启用了志愿者项目，请使用单独的志愿者运营材料；这不是必需的上线流程。

本指南使用当前、安全的演示截图。审批教师时，绝不可只凭截图作决定。