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Getting Started User Guide

Setting Up a School Year

By | Getting Started

The first step to setting up your Homeschool Planet account is to set up your School Year calendar. This will let you schedule classes, activities, lesson plans, and more as well as enable you to track attendance. To get started setting up your school year calendar see the directions below!

Setting Up Your School Year Calendar

  1. Click the “Settings” icon on the upper right of your screen.
  2. Choose “School Year and Vacations”.
  3. Select the title for your school year and enter it in the box labeled School year.
    • The default will be the current academic school year.
  4. Choose the number of Reporting periods you would like to use in your school year.
  5. Choose the date your school year will begin as well as the end date for each of your grading periods by using the calendar to the right of each date entry.
    *New grading periods begin on the day following the end of another grading period.
  6. Check the days you wish to be part of your regular school schedule.
    *Monday, Tuesday, Wednesday, Thursday, and Friday are the default days but you may select any days you wish.
    *You will also be able to add or remove individual days on the calendar.
  7. Select any set of holidays from the drop-down menu to have those holidays added to your calendar.
  8. Days with green check marks indicate school days and days with red x’s are vacation days. You may click on any box to change it from green to red and then back again. Blank days (those which are not regularly scheduled school days) may be clicked on to produce a green check mark (indicating it is a class day) and then clicked again to turn them blank again.
  9.  Move through the calendars using the arrows in the top corners of the calendar to add and remove dates from your school year.
  10. You can track the total number of days in your school year with a convenient counter to the right of the days of the week you selected above.
  11. When you are happy with your school year select Save from the lower right hand corner of the Settings Pop-up screen.
  12. Repeat these steps each time you need to set up a new year!

School Year Calendar Screenshots

 

School Year Calendar Video Tutorial

 

As always, feel free to reach out to us with any questions at support@homeschoolplanet.com. We are here to help you!

For more information about setting up your Homeschool Planet account see the following entries:

Setting Up a School Year

Setting Up Your Family Profile

Customizing Your Theme

Adding a Plug-in Lesson Plan

Setting Up Attendance Tracking 

Setting Up Hours Tracking

Not a Subscriber yet? Check out Homeschool Planet for yourself with a 30-day FREE trial. No credit card information is necessary to give it a try!

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Getting Started User Guide

Setting Up Family Profiles

By | Getting Started

The next step to setting up your Homeschool Planet account is to set up your Family Profiles. This will let you control profiles as well as help you utilize some of the features used by profiles. To get started with Family Profiles see the directions below!

Family Profile Set-up

  1. Click on the “My Family” link on the left hand side of the Homeschool Planet page.
  2. Add info for your own account on the first screen.
  3. To add an additional profile to your family click the add icon on the blank profile.
  4. The only required field is that you add a first name but you can also add additional information to enable more features for each family member.
    1. If you choose to add an email address you can then choose to have Homeschool Planet send them a daily or weekly digest email. A digest is a summary of his or her schedule for the day or week. You will also be able to send them emails from within the Messages widget. You will also be able to schedule reminders for specific events or assignments to be delivered to them by email.
    2. You can also add a cell phone number. This is not required but if you do add a cell phone number you will be able to send text messages and reminders directly from Homeschool Planet.
    3. You can upload a photo for your family member by choosing the Upload Photo button and then selecting a photo from your computer. You can crop the photo before selecting save.
    4. Select the grade your student is in for use with Transcripts and Report Cards and other records, or the Not a Student option if this family member is not a student.
    5. Select a color for your family member to identify their classes, chores, and events.
  5. In addition to the Basic Info tab Homeschool Planet has two other tabs, Attendance and Login, linked to each profile page. You can learn more about how to use those from their User Guide pages.
  6. To change the order of your students simply drag and drop the photos across the top row into the order you desire.
  7. When you have added all the family members you wish to add select save. You can come back and add, edit, or delete students at any time.

Family Profile Set-up Screenshots:

Profile Set-up Video Tutorial:

As always, feel free to reach out to us with any questions at support@homeschoolplanet.com. We are here to help you!

For more information about setting up your Homeschool Planet account see the following entries:

Not a Subscriber yet? Check out Homeschool Planet for yourself with a 30-day FREE trial. No credit card information is necessary to give it a try!

Homeschool Planet World's best planner button

 

With Homeschool Planet lesson plans, homeschooling has never been easier!

Getting Started User Guide

Customizing Your Background Theme

By | Getting Started

Now that you have added a School Calendar and your Family Profile the next step to setting up your Homeschool Planet account is to add a personalized background theme. You can change the theme as often as you like and choose from our array of seasonal and whimsical options. See the directions below to customize your theme today!

Choosing a Theme for Your Planner

  1. Select Theme & Colors from the Settings drop-down menu, located at the top right of the Homeschool Planet page.
  2. Scroll through all the seasonal and whimsical options and simply click on the selection of the background you prefer.
  3. Hit Save, found in the lower right hand corner.
  4. That’s it! You now have a new background theme! You can change background themes as often as you like by following the steps above.
  5. Other family members who have been given their own login can customize their themes by following the same steps.

Choosing Your Theme Screenshots

Student Profile Video Tutorial

As always, feel free to reach out to us with any questions at support@homeschoolplanet.com. We are here to help you!

For more information about setting up your Homeschool Planet account see the following entries:

Not a Subscriber yet? Check out Homeschool Planet for yourself with a 30-day FREE trial. No credit card information is necessary to give it a try!

Homeschool Planet World's best planner button

 

With Homeschool Planet lesson plans, homeschooling has never been easier!

Getting Started User Guide

Adding a Plug-In Lesson Plan

By | Getting Started

Now that you have added a School Year Calendar, set up your Family Profile, and selected a Background Theme it is time to apply the free plug-in lesson plan you selected with your Homeschool Planet Free Trial. To apply your lesson plan see the directions below!

Applying Plug-In Lesson Plans

  1. After logging into your account, click on the drop-down menu labeled “Calendar” in the upper right-hand side of your screen and choose the “Lesson Plans” option.
  2. On this screen, you will see all your lesson plans listed in two sections, one for your “Purchased Lesson Plans” (those you have purchased from the Marketplace) and the other for “My Lesson Plans” (those that you have either created from a class or made from scratch). If you did not purchase any additional lesson plans you when you opened your free trial you will see just that plan.
  3. Select the “Apply this lesson plan” text link to the far right of the plan name.
  4. The next window will ask “Which assignments do you want to include?”
  5. In the “I want to include:” field, select either the “All assignments in the lesson plan” or the “Only the assignments I select” option.
    1.  If the “All assignments in the lesson plan” option is chosen, click the “Next” button.
    2. If the “Only the assignments I select” option is selected, a list of the plan’s assignments will appear. Select which assignments you want as well as if you would like to “include notes” when the plan is applied by checking or unchecking the boxes. When you are satisfied with your selections, click the “Next” button.
  6. The next window will prompt you to select the subject of the class. You can also select the “Add a Subject” text link at the bottom of the list to open the field for creating a new subject. Once you select a subject, the “Next” button will be available to click.
  7. In the next window, you will be asked “To whom do you want to assign this class?” Check the box(es) beside the appropriate student(s), and click the “Next” button.
  8. The next window will ask “What is the schedule for the class?” Select the options that fit your needs, then click the “OK” button in the lower right of the window.
  9. A confirmation window will pop-up. Select the “OK” button and your lesson plan will now be applied to your planner.
A few things to note:
  • Purchased lesson plans from the Marketplace have a specific number of days and weeks recommended by the publisher but you can select the number of days per week you wish to utilize the plan.
  • If you already have applied a lesson plan, or started a class to your calendar their will be additional options. You can learn more about lesson plans in the Lesson Plan section of the User Guide.
  • Editing of plans can be done after they have been applied to your planner, including adding grading categories if they were not part of the original lesson plan.

Adding a Lesson Plan Screenshots:

 

Adding a Lesson Plan Video Tutorial:

As always, feel free to reach out to us with any questions at support@homeschoolplanet.com. We are here to help you!

For more information about setting up your Homeschool Planet account see the following entries:

Not a Subscriber yet? Check out Homeschool Planet for yourself with a 30-day FREE trial. No credit card information is necessary to give it a try!

Homeschool Planet World's best planner button

 

With Homeschool Planet lesson plans, homeschooling has never been easier!

Getting Started User Guide

Setting Up Attendance Tracking

By | Getting Started

Setting up Attendance Tracking and keeping records of what day your student participates in academic activities is a snap with your Homeschool Planet homeschool planning software!  Directions, pictures included, are below to help you track this vital information about your student!

 

 

Setting Up Attendance Tracking

  1. Click on the “My Family” link above the pictures on the left side of the planner.
    * If you have customized the “My Family” text it may read as something else, likely your family’s name.
    *
    Didn’t customize that yet and want to? See directions to customize your display settings here!
  2. In the “Manage Family” screen, you will see all of your students across the top.
  3. Complete these next steps for each student you wish to track attendance for.
    * Click on their name and then click on the “Attendance” tab on the left side.
    *
    You will see a checkbox at the top that says, “Track attendance for (students name)”. You will want to check this box if you want to track their attendance.
    *
    Repeat for additional students.
    *
    To STOP tracking attendance you can enter the system the same way and de-select the check box.
  4. There will be a chart below that shows you how many school days at that time have been attended, how many are remaining and how many there are in total.
  5. A calendar below the chart will show you what days have been marked. A green check mark indicates attendance, while a red X indicates the student was marked absent. All choices can be over-ridden in this screen.

Set-Up Screenshot Images

Tracking Attendance Each Day

Once you have enabled attendance tracking for a student you will see their name, with a small check box, at the beginning of your untimed events for each day. A check mark will appear each day by default. Uncheck the box to indicate that a student was absent on that day.

Viewing and Editing the Attendance Record

  1. First, access the Attendance Screen. There are two primary ways to do this.
    * While in the Calendar or Planning View if you hover your mouse over a name with attendance tracking a small calendar icon will appear. Click on the calendar icon and you will immediately be taken to the Attendance tab of that person’s account.
    * You may also access Attendance Tracking by selecting the icon or picture on the left hand side of the screen of the person you want an attendance record for. Choose “Edit <that person’s name> Profile” and then select the Attendance tab on the left.
  2. Simply click on any date to change its current status. Days will toggle between attended, shown by a green check mark, and un-attended, shown by a red X.
  3. After any changes are made simply select “Save and Close” and then go to the next activity you wish to complete.

Viewing and Editing Attendance Screenshot

To Print an Attendance record select the Print button in the Upper Right hand corner of the attendance screen.

Video Tutorial

As always, feel free to reach out to us with any questions at support@homeschoolplanet.com. We are here to help you!

For more information on Setting Up Your Homeschool Planet Account see these articles:

Not a Subscriber yet? Check out Homeschool Planet for yourself with a 30-day FREE trial. No credit card information is necessary to give it a try!

Homeschool Planet World's best planner button

 

With Homeschool Planet lesson plans, homeschooling has never been easier!

Getting Started User Guide

Getting Started Tracking Class and Activity Hours

By | Getting Started

 

Homeschool Planet can track and report class hours with a convenient clock icon that lets you see exactly which items you are tracking. To get started tracking the hours your student spends on academic work, activities, (or even chores!) see the directions below!

Hours Tracking Set-up

  1. Click the “Settings” icon on the upper right of your screen.
  2. Choose “Track class hours”.
  3. To track hours check the box which reads, “I want to track and report hours for my classes.”
  4. Determine whether the Assignment Method or the Class Method is a better option for your family. Choose the option you will use the most often in this setting. You will be able to override your general selection for individual classes and activities.
    *Assignment Method~ this setting will allow you to track and record the time spent on individual assignments.
    *Class Method- this setting will record just the total time spent on a class each day.
  5. Choose your preferred time format from the three options:
    *Clock time (0:30, 1:00, 1:15)
    *Clock time as text (30m, 1h, 1h 15m)
    *Decimal time (0.5, 1.00, 1.25)
  6. Click “Save” and the initial set-up for hours tracking is complete.

Set-up for a Class or Activity

  1. When you are setting up a new Class you will be automatically taken to the Create Class (Edit) Screen. If you are adding or adjusting the tracking of hours to an existing Class click on the class/activity in the planner, and then select “Edit”.
  2. In the edit screen you will see tabs across the top, select the “Track Hours” tab.
  3. You will select the check mark for the “Track hours spent on this class” selection, if it is not already checked.
  4. You will have two choices~ Assignment Method and Class method, as described above in the first section of this post. Your general choice made during initial set-up will be selected but you may override that decision for this individual Class or Activity here.
  5. Next enter a default time on the line which reads, “If I don’t enter a time for an individual assignment or class, use XX minutes.” This time will be automatically added to all assignments and classes on days you do not enter a specific time count but may be overridden at any time.
  6. For the class method, a chart will appear where you can choose the date range, and how much time you want spent each day for that class.
  7. When you are finished, click “Save and Close”.
  8. The tracking time clock will now be added to each class in the top right corner.

Recording Time Spent on Classes and Activities

  1. Each class that you have set up hours tracking for will have a small blue clock icon, which when selected, will pull up a box for you to enter the amount of time spent on the Activity, Class, or Assignment.
    *If you are tracking hours by the Class Method you will see this clock in the right hand corner of the box containing that class.
    *If you are tracking hours by the Assignment Method the clock will be between the check box and Assignment for each individual Assignment.
  2. Times are rounded to 5 minute intervals. Simply click on the appropriate time entry.

As always, feel free to reach out to us with any questions at support@homeschoolplanet.com. We are here to help you!

Video Tutorial

For more detailed info about using the Tracking Hours Feature you may find the following entries helpful:

For information on Setting up Your Homeschool Planet Account, see these entries:

Not a Subscriber yet? Check out Homeschool Planet for yourself with a 30-day FREE trial. No credit card information is necessary to give it a try!

Homeschool Planet World's best planner button

 

With Homeschool Planet lesson plans, homeschooling has never been easier!

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