The Groups feature allows admins to create and manage groups of students based on shared criteria, streamlining fee assignment at scale. Instead of assigning fees manually to individual students, admins can define dynamic student groups using filters such as school, grade, class, enrollment status, or other attributes, and apply fees directly to those groups.
Groups are dynamic and update automatically based on the selected criteria. Admins can also manually add or remove students when needed. All active fees assigned to a group automatically appear in each student’s profile, significantly reducing time spent on repetitive fee assignments.
Creating a Group
From the toolbar, go to Fee Management, then select Groups.
Click the Create Group button.
Enter Group Details by adding the Group Name and Group Description. Click Save & Continue.
Choose between setting criteria or importing a csv file.
Set Criteria
Click Add Criteria.
Select the criteria (grade, course, etc.).
You can select multiple criteria.
If desired, you can use the Include/Exclude Students button to add or remove students from the dynamic list.
Click Save Group.
Import Assignment List
Click Import Assignment List.
Click Start Import.
Download the template by clicking Sample Students CSV Template. Enter First Name, Last Name, and Student ID in the template and save as a .csv file.
Click the Select File button to upload your import file.
Note: You can also manually add a student to a group from the student's profile.
Assigning Fees to a Group
Create a new fee. See How do I create a fee?
In step 3 - Assign Fee, choose Select from a Group.
Use the search box to select the desired group.
Questions? Click the "?" icon to contact Givebacks Support.