Onboarding · Level 3 · Complete

No SIS? You're the SIS now.

At Complete, NexusPlan is your system of record — so onboarding starts by building the school's academic structure instead of connecting to one. It's the longest Phase 1 of the three levels, and the shortest everything-after: once structure exists, the rest is the same invitation playbook.

Phase 1 · Build the school

Structure first: courses, sections, schedules.

Step 1 · Administrator

Start your school

Same two speeds as every level: self-serve in minutes, or white-glove with us at your side — for Complete, most schools take the white-glove path so structure-building has a second pair of hands. The setup wizard covers name, logo, and theme.

Step 2 · Administrator + IT

Build the academic structure

In Academics, create courses, then sections, then schedules — by hand for a small school, or by bulk import from the spreadsheet you already keep. This is the work a SIS would normally hold; here it lives in NexusPlan, and year rollover carries it forward next fall.

Step 3 · Administrator

Enroll students into sections

Load the roster — bulk import, then per-section enrollment. When this phase ends, every section has its students and every student has a schedule, before anyone has signed in.

Phase 2 · Staff

Teachers own their classrooms from day one.

Step 4 · Administrator

Invite everyone

Teachers, advisors, fellow administrators, IT — all through invite links with expiring codes and fixed roles. Teachers land in sections you built in Phase 1; nothing is waiting on a sync because there's nothing to sync from.

Step 5 · Teachers

Categories, weights, syllabus

Exactly the Two-Way teacher setup: grade categories and weights per class, then syllabus import to draft the term's assignments. At Complete this isn't an alternative workflow — it's the only place the work lives, so this step is what fills every student's planner.

Step 6 · Advisors

Advisors get their advisees

Advisors redeem their invites, and the administrator links each one to their advisees — same guardian-link mechanism as parents, powering the triage view and student detail.

Phase 3 · Students & families

Same launch, same links.

Step 7 · Students

Redeem, sign in, see the term

Students join through invite links with expiring codes. Because teachers imported their syllabi in Phase 2, the first sign-in already shows the term's real work, ranked — not an empty screen.

Step 8 · Students

Tell it your real week

Free time, recurring commitments, the guided tour — the same first-run setup as every level, and just as load-bearing: it's what makes the auto-plan honest.

Step 9 · Parents

Parent accounts + guardian links

Parent invites go out, parents redeem them, and the administrator links each parent to each of their children. A guardian link per child is what opens the read-only window on that child's week — multiple children, one parent sign-in.

Phase 4 · Fully live

Complete is done when all of this is true.