At the end of your attendance year, you can promote individuals to next year's classes. You can promote attendance by division, department, and class by individual or by positions within a class.

Before promoting attendance, make a People backup and choose your promotion method. You can promote by continuing the current master group, by creating a new master group, or by transferring individuals through View/Edit Class Groups (if you are only promoting one or a few individuals). Creating a new master group creates a dropped record in the old group and a new record in the new group. When you create a new master group, you can copy the current group structure and you can include deactivated groups.

When you are working with attendance promotion, you can close and open the Promotion window as often as needed and your changes will be saved. None of the changes made in the Promotion window are permanent until you complete attendance promotion.

  1. Under Manage Records, click the Tasks tab.
  2. In the drop-down list, select Attendance Promotion and click Go .
  3. On the Promotion menu, click Start.
  4. In the Master Group drop-down list, select the group to promote, then select Continue Current Master Group and click OK.
  5. When the confirmation message displays, click Yes.
  6. Optional: In the Promotion window, click Map. In the Promotion Position Map window, make your changes in position promotions (if applicable), then click Close.
  7. To filter based on positions, class status, or enrollment, click Filter.
  8. In the left group (upper) pane select the class you want to promote an individual from. To show all levels or deactivated groups, click All Levels and/or Show Deactivated.
  9. In the right group pane, select the class you want to promote an individual to.
  10. In the left roster (lower) pane, select the individual to promote and click Add . Or, click Add All to select all individuals.
  11. In the Roster Entry window, select the Status and Position you want to promote the individual to, then click OK.
  12. Repeat steps 11-12 for each individual you want to promote, selecting the Status and Position for each one. 
  13. If applicable, continue promoting individuals for each class in the division. When finished, click OK and Close.
  1. Under Manage Records, click the Tasks tab.
  2. In the drop-down list, select Attendance Promotion and click Go .
  3. On the Promotion menu, click Start.
  4. In the Master Group drop-down list, select the group to promote.
  5. Select Create New Master Group, then click OK.
  6. When the confirmation message displays, click Yes.
  7. In the drop-down list, select the master group you want to create a new group for, then click OK.
  8. In the Group Name field, enter a group name. If applicable, enter a new Master Level Name and Level 1 Name. Click Next.
  9. Select the group options you want to use, then click Next.
  10. Select the lists to use, if applicable, and click Next.
  11. Select to Add Events, Setup Detail Marking Fields and Add Positions, if applicable, then click Next.
  12. Continue creating your new master group. When the Finish tab and summary display, click Finish.
  13. When the Promotion Window Displays, click Edit next to the new master group name.
  14. Click the Group Levels tab, and click Add. From here, you will add the Departments, Divisions, and Classes as needed. Once finished click OK.
  15. Optional: In the Promotion window, click Map. In the Promotion Position Map window, make your changes in position promotions, then click Close.
  16. In the left group (upper) pane select the class you want to promote an individual from. To show all levels or deactivated groups, click All Levels and/or Show Deactivated.
  17. In the right group pane, select the class you want to promote an individual to.
  18. In the left roster (lower) pane, select the individual to promote and click Add. All individuals must be moved to a class within your new master group.
  19. In the Roster Entry window, select the Status and Position you want to promote the individual to, then click OK.
  20. Continue to select individuals from the left roster pane, clicking Add after. Be sure to select the Status and Position for each individual.
  21. When finished, click OK and Close.
  1. Under Manage Records, click the Tasks tab.
  2. In the drop-down list, select Attendance Promotion and click Go .
  3. On the Promotion menu, click Start.
  4. In the Master Group drop-down list, select the group to promote.
  5. Select Create New Master Group, then select Copy Current Group Structure. To copy any deactivated groups that are in the current group structure, select Include Deactivated Groups.
  6. Click OK, then Yes.
  7. Enter a new master group name, then click OK.
  8. Optional: In the Promotion window, click Map. In the Promotion Position Map window, make your changes in position promotions, then click Close.
  9. To make changes to the new master group, click Edit beside the new master group name.
  10. In the left group (upper) pane select the class you want to promote an individual from. To show all levels or deactivated groups, click All Levels and/or Show Deactivated.
  11. In the right group pane, select the class you want to promote an individual to.
  12. In the left roster (lower) pane, select the individual to promote and click Add. All individuals must be moved to a class within your new master group.
  13. In the Roster Entry window, select the Status and Position you want to promote the individual to, and then click OK.
  14. Continue to select individuals from the left roster pane, clicking Add after. Be sure to select the Status and Position for each individual.
  15. When finished, click OK and Close.
  1. Under Manage Records, click the Groups tab.
  2. In the drop-down list, select View/Edit Class Groups and click Go .
  3. In the Master Group drop-down list, select the group the individual is currently enrolled in.
  4. Select the class you want to promote the individual from and select the individual's name.
  5. If the individual is moving to a class within the same master group, select the Effective Date you want the individual to be transferred on, then click Transfer.
  6. In the Transfer Rosters window, select the class you want to promote the individual to. Select the Status and Position, and, if applicable, set the Primary flag. Click OK.
  7. If the individual is moving to a class within a different master group, select the Effective Date you want the individual to be dropped from their current class, then click Drop. When the confirmation message displays, click Yes.
  8. In the Master Group drop-down list, select the master group the individual is moving to.
  9. Select the class you want to promote the individual to.
  10. Select the Effective Date you want the individual to be added to the new class, then click Add.
  11. Select the Status and Position, then click Select People. In the Select People to Add window, select the individual, then click Add or double click the individual's name. Click OK.

The Start Promotion Window

In the Start Promotion window, you can select the Master Group whose individuals you want to promote, and you can select whether to use a current group structure or create a new group structure when promoting.

Master Group
Displays the Sunday School group with the individuals you want to promote. Select the Sunday School group from the drop-down list.

Continue Current Master Group
To continue using the same group and transfer individuals with their current markings into the new year, select this option. If you select this option, the Start Date window displays after you have completed your roster changes in the Promotion window and click Promote on the Promotion Main Menu.

Create New Master Group
To create a new group when promoting, select this option. The options to copy the current group structure and to include deactivated groups become available when you select to create a new group.

Copy Current Group Structure
To create a new group with a structure that mirrors the group structure you have already set up, select this option. This is a good option if you want to make modifications to an already existing group structure to promote to.

Include Deactivated Groups
To include all deactivated groups from the group structure being copied in the new group, select this option.

The Start Date Window

If you selected Continue Current Master Group, the Start Date window displays. Once you complete the necessary steps for Promotion and click Promote, you can select today's date or the group start date to activate the promotion.

The Start Date option determines when the roster changes on the Promotion window become effective. For example, if you select Group Start Date, the date of activation for the promotion roster changes selected is the first day of the designated Start Month for the Master Group you selected to promote from.

Promote Using
Displays the activation date for the promotion roster changes you have selected.

Start Date Options


Today's Date
To set the activation date for the roster changes you selected during promotion as today's date, select this option.

Group Start Date
Select to set the activation date for the roster changes you selected as the first day of the designated Start Month for the Master Group you selected to promote from. The Group Start Date option is not available if the date is not within 60 days of your current system date. In this case, the Start Date defaults to your current system date.

Working with the Promotion Window
Selecting an Attendance Promotion Method

Completing Attendance Promotion
Printing the Attendance Promotion Proof List
Removing Linked Positions
Examples and Strategies For Attendance Promotion