Hi there,
We have trainees who begin with us starting throughout the entire year however we notice if the trainee’s start date is September the academic year tag that is put on that student's position is academic year 2025 - 2026 instead of 2026 -2027. Is there a way within our automations/formula to change how that tag is put on trainees' positions?
Thank you for any help you can provide!
Best,
Mackenzie LaChance
+11Hey Mackenzie! Yes, this is definitely possible to adjust 😊 It just sounds like your current formula/automation logic may be using the calendar year rather than accounting for the September start of your academic year. If you’re able to share the formula you’re currently using, along with screenshots of the relevant automation steps, I’d be happy to take a look and help troubleshoot your specific setup!
In general, you’ll want the logic to check the trainee’s start date and use September as the cutoff — so for example, anyone starting September through December would be assigned to the academic year beginning in that same calendar year, while anyone starting January through August would belong to the academic year that began the previous calendar year — but once I can see how you’re currently generating the tag, I’m happy to help with the exact adjustment!
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