You can import pupil Names from your school administration database. The *MISAPP SIMS only feature is the automatic way to add an up-to-date file of pupil names with their year and registration group details and import them quickly into Tali. If you have an integration with Tali e.g. ParentPay or sQuid then we can import your names within the integration. More help and information on this can be found by contacting the Support Team.

Note: Pebble Support generally does this for you as part of your initial setup.

Each pupil or member of staff has their own entry within Tali so you can register individual transactions against them. More options are available such as Contact details and Groups. Organisation names can be added as required using the Manage Names > Create New Organisation option.

Create New Names/Organisations

We would always suggest that you Import your pupil names from your administration database; this should avoid duplication. The *MISAPP feature is the automatic way to add an up-to-date file of pupil names with their year and registration group details and import them quickly into Tali more help and information on this can be found by contacting the Support Team.

Names can be added on an ad-hoc basis for pupils, staff and parents. Choose the entry (Create New Name) and enter the correct Title/Name and complete the fields below with any additional information you require.

  • In Use means that the record is on roll and actively in use.

  • Gift Aid Donor means the contact shows G on the GA column on the Names List screen, providing a high level view of who is a Gift Aid donor.

  • Use this contact for Gift Aid means that the contact is the contact to use for Gift Aid. In order to claim gift aid and complete the tax refund form for Registered Charities, you must fill in the gift aid donor details on the pupil details. 

New organisations can be created and only need creating once, using Create New Organisation. Input the organisation’s name, you do not have to enter any other details unless you want to. Once you have filled in all the information you require click Save.

Updating Names

Pupils and staff details will need to be refreshed e.g. at the start of a new year or term, when pupils move from class to class, or year to year, and when pupils and staff leave the school.

Updating can be manual , or automatic if you use MISapp.

Manual updates

If you are not using MISapp or a third party integration, you will need to update names manually, with an imported CSV file.

Note: It is your responsibility to handle personal data in accordance with GDPR law.

Using MISapp for updates

If you use MISapp or have an integration, pupils will automatically move from class to class, year to year once you refresh the data. New names for pupils or staff will appear ready for you to import into Tali - don’t forget to archive old pupils and staff when they leave school via Administration > Manage Names > Batch Actions

In Administration > Manage Names, use the Filter box at the top of the Manage Names screen to find the Name/Group/Year/Class etc. you are looking for.

Batch Actions

The options in these sections can be applied to more than one name at a time.

Once a name is no longer required you can mark it Out of Use. Select the box next to the name and then select Out of Use and Update Name(s).

You can return a name to ‘in use’ by clicking Show out of use. You will now see ‘out of use’ names; they will appear in grey. Select the name(s) and then select In Use and Update Name(s)

Group Actions

Pupils are already usually imported by Class, Year or Registration group or create your own pupil group (User Defined) for your Tali names, e.g. trips, off site, overseas, sixth form, etc. You can also set up groups for different groups of pupils e.g. universal infant free school meals, pupil premium, etc. Together with the filter options throughout Tali, groups assist you in selecting names quickly when you want to assign transactions to the names in the group or include the names in the group within reports, such as the Who’s Not Paid report.

Note: Names can be assigned to more than one group, so you can design the groups to make your workday easier.

Once you have created the groups you want to use, you assign names to the groups. This includes the names in the group and you can then apply various actions to the groups.

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