Access a docs version of the Overgrad Onboarding Checklist here.


 

Onboarding Checklist 


To Do

Resources / Links 

Notes 

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    Create Your Educator Account 

How to Sign Up as an Educator! 

If you are creating an educator account for the first time, our team will verify and approve the account. 

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    Create Additional Educator Accounts 

How to Create Educator Accounts 

Learn more about educator permissions here. 

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    Create Student Accounts 

Bulk Upload Overview

Creating Individual Accounts 

This would be the same process for updating student account information. 

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    Upload Student GPA

Bulk Upload Overview

If your school only uses a Weighted GPA, be sure to upload this GPA as “unweighted” for the match formula. 


If your school only has/uses a 100 pt GPA scale, send the CSV to support@overgrad.com to convert to 4.0 scale. 

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    Upload Student Test Scores

Bulk Upload Overview

Every test score should go in its individual row (ex: SAT has 3 scores - composite, EBRW, and Math) 

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    Student Onboarding and Implementation Plan 

Student Onboarding Lesson Plan


      Quarterly Use Guidance 

This lesson plan or video will walk students through getting started once they’ve received their Welcome Email! 

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    Transferring Historical Admission Data (if applicable)  

CSV File with: 

  • Student ID

  • Student GPA

  • Student ACT/SAT Score

  • College Application (a row for each application)

  • Application Status (applied, accepted, denied, waitlisted, enrolled, etc.) 

Send your CSV file to support@overgrad.com 



If you are transferring data from Naviance, follow the steps in our IT Setup document (page 27)