Set up classification calculations

Classification calculations allow schools of higher education to set thresholds for classifications such as freshman, sophomore, junior, and senior. Once you have established calculations, you can run the calculations to promote students from one classification to the next.

To access classification settings, follow these steps:

  1. Go to Core.

  2. Select Settings, then School information.

  3. Open the Classification calculations tab.

  1. Select + Add classification calculation group.

  2. Use the + Select degrees button to open a dialog. Choose which degrees will use this classification calculation group. You can search the list using the search bar or scroll left and right using the arrows at the bottom of the dialog box.

    Hit Select when you have made your selections.

  3. Under School level, use the dropdown menu to select which school level the calculation group will apply to.

  4. Select + Add classification to add a row.

    Use the Select classification dropdown menu to choose the first classification. Start with the classification for a student with 0 credit hours (in most cases for an undergraduate calculation group, this will be the Freshman classification).

    Under To, enter the maximum number of credits for this classification.

  5. Select + Add classification again to add another row. The system will automatically generate a From value starting at .01 credits above the previous row's To value.

    Choose from the Select classification menu and enter a To value.

  6. Repeat Step 5 until you have created all the classifications.

    Note: The final classification does not have to have a To value.

  7. Select Save. The new group will now appear on the Classification calculations tab.

  1. On the Classification calculations tab, find a classification calculation group.

  2. Select the triple-dot icon beside it (...) and then Edit group.

  3. Make your changes, then select Save. To get rid of the group entirely, select Delete.

Once you have created classification calculation groups, you can use them to promote students from one classification to the next. After students have earned credits for a term, semester, or trimester, follow these steps:

  1. On the Classification calculations tab, find a classification calculation group.

  2. Select the triple-dot icon beside it (...) and then Process student calculations.

  3. Under Process from, select a School year and Session. When processing calculations, the system will add any credits earned during this session for students in the calculation group.

  4. Under Process to, select a School year and Session. The system will apply newly calculated classifications to the students as they begin this session.

  5. Select Next.

  6. A list of students from the calculation group will appear. By default, all students in the list will be selected. De-select any students whose classification you would not like to process. You can also use Select all or Clear all.

  7. When you have finished selecting students to process, select Process and close. Select Yes to confirm your choice.