Setting Up In-Kind for the New School Year (Importing Activities) 

A new school year means a fresh start for your In-Kind tracking in Learning Genie. Before diving into daily activities, it’s important to set up your school year properly so that your staff and families can record hours and contributions smoothly.

This guide walks you through the steps of creating a new school year, choosing the right In-Kind settings, and uploading activity lists. Whether you’re carrying over last year’s setup or updating with new activities and rates, these instructions will help ensure your program is ready to begin the year with accuracy and ease.

Find the ‘School Year’ dropdown menu, then click on the + icon to set up a new school year.

Select one of two options: 

1. “My In-Kind settings are the same as the last academic year.”Choose this option if you don't need to make changes to the activities list and only want to set the new school year date. 
2. “I have new In-Kind settings and would like to import new activities and set new rates.” Choose this option to set the new school year date and to replace your activities list with a new or updated list.

Choosing Option 2 “I have new In-Kind settings and would like to import new activities and set new rates.”

By now, your activity lists should be ready to upload into Learning Genie. If you’re starting from scratch, you can download the templates provided on this page. If you want to update an existing activities list, you can easily do so by downloading your current list from the main In-Kind Settings page—just click “Excel” to download and use it as a template.

Select the academic year and start date, then add or remove groups based on the number of activity lists you’re uploading. Then, click “Next”. 

Click “Choose File” then open your saved spreadsheet to upload the activities. 

Click "Next" at the bottom right of the page. If any errors are detected, correct them on the spreadsheet, save the changes, and re-upload the file.

Select the classes for each activity list. Then click “Next”.

Select the correct settings for each activities list. Continue clicking “Next” until all lists are reviewed and finalized.

Congrats! You’ve finished your In-Kind setup.