Initial School Setup

Before adding students and staff, complete the basic system configuration.

School Profile Setup

Navigate To

Settings → School Settings

Enter:

• Upload Logo
• School Name
• Address
• Contact Information
• Website

Ensure all information is accurate as it appears on official reports and documents.

Class & Section Configuration

Before admitting students, create your academic structure.

Navigate To

Academics → Settings → Classes & Sections

Examples:

Classes:

• Nursery
• LKG
• UKG
• Class 1–12

Sections:

• A
• B
• C

Save the configuration after setup.

Additional System Configuration

Default Field Settings

Navigate to Settings → Default Fields.

Review and update the predefined options used throughout the system, such as:

• Gender
• Religion
• Category
• Blood Group
• Department
• Designation

Review these settings before adding students and staff.

Custom Fields Setup

Navigate to Settings → Custom Fields.

Create additional fields if your school needs to store information beyond the default fields.

Examples:

Student Fields

• Aadhaar Number
• Birth Certificate Number
• Previous School

Staff Fields

• PAN Number
• Aadhaar Number
• Bank Details

Configure custom fields before importing data.

ID Generation

Navigate to Settings → ID Generation.

Configure automatic numbering formats for:

• Admission Number
• Staff ID
• Fee Receipt Number

Example:

• ADM-2026-0001
• STF-2026-001
• RCP-2026-00001

Roles & Permissions

Navigate to Settings → Roles & Permissions.

VidyalayaERP includes default roles such as:

• Administrator
• Teacher
• Accountant
• Receptionist

You can:

• Modify existing permissions
• Create custom roles
• Restrict access to specific modules

Assign only the permissions required for each role.

Notification Settings

Navigate to Settings → Notification Settings.

Enable notifications through:

• Mobile App
• Email
• SMS
• WhatsApp

Common events include:

• Student Admission
• Fee Receipt
• Fee Reminder
• Student Absence
• Exam Results

You can customize message templates for each event.

Staff Leave Types

Navigate to HR → Leave Management → Leave Types.

Create leave categories such as:

• Casual Leave
• Sick Leave
• Earned Leave

Configure:

• Annual Leave Limit
• Carry Forward Rules
• Approval Workflow

GPS Attendance

Navigate to HR → Attendance Settings → GPS Attendance.

Configure:

• School location on the map
• Attendance radius (e.g., 100 meters)
• Default punch-in time
• Default punch-out time

Staff must be within the configured radius to mark attendance.

You can also define late arrival, early departure, and half-day rules based on punch-in and punch-out timings.