This checklist covers every onboarding action for Victorian Government schools, in order. You'll complete most of it yourself in Setup Centre, which opens on your Compass home page.
How to use this checklist
Start first: your Technician begins these from day one.
Setup Centre: work through these in the same order as the steps in the Setup Centre. Where a step says "after step X", wait until that step is done.
Applies to: skip any step that doesn't apply to your school.
Your checklist
Order | Who | Action | Applies to |
1 | Sponsor | Principal to respond to Onboarding team confirming approval for enhanced SIF eduHub platform | All |
2 | Technician | Request your eduHub service account | All |
3 | Technician | Install CompassLink | All |
4 | Compass | Import your people in Setup Centre (after step 2) | All |
5 | Sponsor | Add your school logo in Setup Centre | All |
6 | Technician | Confirm your login settings in Setup Centre | All |
7 | Sponsor | Allocate staff permissions in Setup Centre (after step 3) | All |
8 | Sponsor or Timetabler | Configure your schedules in Setup Centre | All |
9 | Sponsor | Build your schedule in Schedule Builder (after step 7) | Primary |
10 | Timetabler | Connect your timetabling package (after step 7) | Secondary |
11 | Sponsor | Confirm everything is complete: you're ready to start training and your sandpit period | All |
The Onboarding team will work with you separately to discuss any historical data migration into Semester Reports or Chronicle.
Setup Centre
Setup Centre lets you set up your Compass portal yourself. It appears on your home page when you log in, and walks you through five steps in order.
Setup Centre step | What you do |
1. Import people | Sync your staff, students and parents from CASES21 |
2. Personalisation and branding | Upload and apply your school logo |
3. Authentication setup | Check your Department of Education SSO details, which are pre-filled for you |
4. Permissions allocation | Give staff the role groups they need |
5. Timetable setup | Configure your schedules, then build or connect your timetable |
Good to know
Each Setup Centre step links to help articles, so you can get instructions without leaving the page.
Timetable setup won't let you continue until your schedules are configured. This protects your timetable from problems later.
The Onboarding team is here if you get stuck, and helps with historical data such as previous reports and wellbeing records. Email onboarding@compass.education.
When you're done
When Setup Centre shows all five steps complete, you're ready to start your training and sandpit period in preparation for Go Live!
Reference articles
VIC Sponsor Guide (VIC Gov)