Student Profiles Overview

Student profiles can be created through the Roster. Profiles can be edited, moved, archived, or deleted directly from the Roster page as well. Once the student is added, you can include family members in their profile. To learn more about how to add family members, see the article: Family Management.  

Please note that if you have the COR Advantage add-on, additional student information is required. 

Table of Contents

1. Accessing Roster 
2. Add Students to the Roster 
3. Student Fields
   • Customize Student Fields for COR Advantage Users 
   • Media Restricted
   • Health & Safety Information
   • Student Schedule
4. Manage Roster
   • Sort Entities, Students, and Staff
   • Save View
5. Edit Student Profiles 
   • Student Profile Photo 
6. Manage Student Profiles
   • Move Students 
   • Archive Students 
   • Restore Students
   • Delete Students 

Accessing Roster

You can create or access student profiles from the Roster through the Kaymbu app on your device or from the website my.kaymbu.com by going to Menu > Roster.

Add Students to the Roster 

Classrooms must be added to your account before you can add students to your Roster. For more information on adding entities to your account, please click here. Once classrooms have been created, you can begin to add students to your Roster.

To add a new student to your Roster, follow the steps below:

• Navigate to Menu > Roster
• Click on the applicable classroom
  • Note: High-level users will first need to dial into the organization and/or center before reaching the classroom level
  • Ensure that the “Students” tab at the top of the page has been selected
• Select "Add Students" (or the green plus button) to create a student profile

• Enter the student’s information
  • The student's first and last name, gender, and birthdate are required

  • Note: For COR Advantage users, required student fields can be customized as needed (more information can be found in the next article section below)

    

• Select Save
• Once the student is added to your Roster, you can then add family members to the student's profile (you can find more information on Family Management by clicking here)

Student Fields

Customize Student Fields for COR Advantage Users

For schools that use the COR Advantage assessment feature, student fields can be customized to meet the unique requirements of their program. 

By default, new accounts will have the following fields marked as enabled: 

• Date Enrolled
• Funding Source 
• Home Language
• IEP/IFSP

Existing accounts with required student fields will still show their current expected settings. 

To access or modify your account’s Student Fields setting, follow the steps below:

• Navigate to Menu > Settings > Account Settings > Student Fields
  • Note: Access to the Student Fields setting is only available to the highest-level user of a COR Advantage account

• To enable or disable a specific profile field, administrators must select or deselect the applicable checkbox listed under the "Enabled" column 
• If enabled is selected, a toggle switch will then appear, allowing administrators to mark the field as required or not required

• A required field will be indicated with a red asterisk when filling out information within a student's profile. 

Media Restricted

From the student profile, users can easily select if students are Media Restricted. When a child's Media Restricted setting is toggled ON, teachers will NOT be able to share documentation (Moments such as photos, videos, or anecdotes) when publishing from the "Send Now" or "Send in Digest" options.  

Once a student has been selected as Media Restricted, the student’s name will be highlighted in red and will be indicated with a “no media” badge.

Alternatively, when toggled OFF, students are considered media-approved, and teachers can easily share Moments with families. 

To learn more about Media Restricted students, please click here. 

Health & Safety Information

The Health & Safety information in a student’s profile includes essential details that contribute to a student’s overall well-being while in your care. This information may include any allergies or health conditions a student may have and/or medication the student may be prescribed. 

When a student has Health & Safety Information saved to their student profile, their name will be associated with an allergy badge on the Roster, indicating that there is pertinent health information for that particular student.

For users with the Attendance feature enabled on their account, Health & Safety information for all applicable students will automatically appear on the Attendance page.

It is important to note that in order to include the Health & Safety field within a student’s profile, administrators may need to enable and require the Allergies/Conditions and Medications fields within your account’s Student Fields settings.

Student Schedule

A student’s expected attendance schedule is customized through their student profile in the Roster. Directors and/or teachers can easily set a student’s recurring schedule, indicating a student’s planned attendance or expected absences. 

For users of the Attendance feature, Student Schedules are synced to the Attendance page, which automatically logs any expected absences making it easy to track student attendance.

By default, Monday-Friday is selected for all student profiles. 

To customize a student’s schedule, simply select or deselect the recurring days on which the student will or will not attend your program. Once the applicable days have been selected, ensure you save the information so the changes are reflected in the student’s profile.

Manage Roster

Sort Entities, Students, and Staff

Depending on your level of access, users can sort their organizations, centers, or classrooms in the Roster in ascending or descending alphabetical order.

Student profiles can be sorted alphabetically by first or last name, number of Moments captured in a week, or total number of Moments - all in ascending or descending order.

To sort entities, staff, or students, navigate to Menu > Roster and click on the vertical double arrows located next to the corresponding column at the top of the Roster.

Save View

If you have chosen to sort your Roster to your preferred view, you have the option to save the order as is. This will ensure that your preferred view will remain, even when navigating away from the Roster page. 

To save your preferred Roster layout, after sorting, click on the gear icon located on the top right corner of the Roster and select “Save View”. 

Edit Student Profiles 

Existing student profiles can always be edited, and student information or profile photos can be updated as needed. 

To edit a student profile, follow the steps below:

• Navigate to Menu > Roster
• Click into the applicable student’s profile
  • Note: High-level users will first need to dial into the organization and/or center before reaching the classroom level
• Select the “Edit” button on the right-hand side of the student’s profile

• Update information as needed
• Select “Save”

Student Profile Photo

Users can easily upload or capture a student’s profile photo by accessing their student profile on the Roster. 

To upload or edit a student’s profile photo, follow the steps below:

• Navigate to Menu > Roster
• Click into the applicable student’s profile
  • Note: High-level users will first need to dial into the organization and/or center before reaching the classroom level
• Click on the student profile image to upload a photo
  • If using the Kaymbu app, you will also have the option to capture a photo

Manage Student Profiles

From the Roster, existing student profiles can be moved, archived, restored, or deleted as needed, while staff profiles can be moved or deleted.

Move Students

When a student moves to a new age group or needs to transition to a different classroom for any reason, you can easily move their entire profile there. Doing so will allow the student's new teacher to immediately begin capturing observations and sharing them with families, as the teacher will not need to worry about collecting parent contact information. Additionally, the new teacher will be able to view all previous Moments connected to that student's account.

To move a student, follow the steps below:

• Navigate to Menu > Roster
• Click on the student’s profile, then select “Move”
  • Note: High-level users will first need to dial into the organization and/or center before reaching the classroom level
• Select the applicable entities (organization, center, and/or classroom) in which the student will be moved into. 
  • Please note that teacher-level users can only move students between classrooms.

To move multiple students simultaneously, follow the steps below:

• Navigate to Menu > Roster
• Check the boxes to the left of the students’ names
  • Note: High-level users will first need to dial into the organization and/or center before reaching the classroom level
• Click on the three dots that appear in the top-right corner of the page
• Select “Move”
• When prompted, select the applicable entities (organization, center, and/or classroom) into which the students will be moved
  • Note: Teacher-level users can only move students between classrooms