Useful Information
You must be licensed for the Dynamic Link to SIMS (this requires use of the locally installed version of SIMS) and you need to follow the process below.
You must clear any balances (debts or credits) for dinners or extended day clubs to be able to delete a pupil.
Delete Pupils using the Dynamic Link to SIMS
1. Import Leaving Dates from SIMS
- Click on the Configuration tab
- Click on Import from external system
- Click on Import configuration
- Next to Import type Leavers, ensure SIMS Dynamic Link is selected (not csv)
- Click on OK
- Click on Leavers import
- The link to SIMS will run and pull in any leaving dates
- Click on Close
2. Delete the Leavers
- Click on the Admin tab
- Click on End of academic year
- Click on Process leaving dates
- Select from the options as relevant
- Allow deletion of leavers with cashless balance
- Allow deletion of leavers enrolled on trips
- Click on Start
- The Process leaving dates window will display
- Once complete, click on Close, Close
- Click on the Accounts tab to check the number of pupils on roll (left hand side below the Help button)
Deleted pupils will be archived in the system and can be restored at a later date if required - see section Restore Deleted Pupils or Staff
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