Adding children to eymanage

Adding children to eymanage



Whether you're setting up your nursery on the system for the first time, or you're keeping the system updated, it's essential that you know all the different ways to add children to eymanage. If you're only adding small numbers of children, you may choose to do this manually and fill out their profiles yourself. Alternatively, you might use the child profile form, which can be sent out to parents for them to fill our their child's details for you. If you need to add a lot of children at once, you also have the option to import child data into the system using a spreadsheet. 

Adding a child manually

  1. Click on  Children in the sidebar.
  2. Click on the  icon in the top right.
  3. Fill out the relevant information in each tab of the child profile. At the very least, you should enter the child’s First Name, Last Name, Legal Gender, Date of Birth, Parent First Name, and Parent Primary Email and Parental Responsibility.
  4. Click Save.

Importing child data

If you have existing data on children, you can import them into the system all at once. You can do this yourself, but it's recommended that you contact the eyworks team if you want to import data. Technically, you can import any CSV file into eymanage, but it may be better to download the child import sheet attached to this article.
  1. Click on  Children in the sidebar
  2. Click on the  icon in the top right to take you to the import page.
  3. Under Import Children, click on Browse to select a CSV file to import, then Open it.
  4. Click Next to see a list of all the data from the CSV file.
  5. Click on the drop-down menu above each column to choose which field in the child profile this data aligns to. The First Name, Last Name, Date of Birth, and Legal Gender fields are mandatory and must be selected to continue with the import.
  6. Check Skip if you don’t want a particular column to be imported into the profile. 
  7. Click Next.
  8. On this page, you'll be able to edit any of the data you’ve imported.
  9. Click Next again to finish the import.
NotesNot all options and fields can be filled in during an import. Certain things, like giving a parent eylog access, must be done manually on the child’s profile.

Filling out the child profile

To get a better sense of what the different fields of the child profile mean when you're adding them to the system, take a look at this article. 

To learn how about you can use the child profile form to make it easier to fill out the profile, take a look at this article.