Allocating funding to children

Allocating funding to children


Once you've created your terms, you can start allocating funding to children. 

Allocating funding to individual children

  1. Click on  Children in the sidebar.
  2. Click on the name of the child to be taken to their profile.
  3. Click on the Funding tab on the left.
  4. Click on the  icon in the top right to add new Funding Details.
  5. Choose which Year this is for.
  6. Choose a Term within that year. Doing this will automatically fill in the Start and Finish Dates.
  7. Check the boxes next to Stretched Funding or Pupil Premium if they apply to this child.
  8. If applicable to this child, select their Band for Deprivation Weighting.
  9. Check the box next to Parent Declaration Form if you have received a form from the parent requesting funding.
  10. Depending on how you measure funding hours, check the box next to either No. of Hours/Week or No. of Hours/Term.
  11. Fill in the Universal Entitlement and Extended Entitlement, this will calculate the Total Entitlement for this child. Note that these cannot exceed the Maximum Funded Hours assigned in funding settings.
  12. Click Save.

Updating funding allocation

  1. Go to the Funding tab on a child's profile.
  2. Click on the  icon next to the term you want to see the funding allocation for.
  3. You will see a table displaying how much funding entitlement has been used per week, what kind, when, and which invoices they’re linked to. At the top are the total hours/term of funding Entitlement, and how many have been used in total.
  4. Click on any of the entitlement fields to edit them. The number of hours you can enter for each week are limited by your funding settings.
  5. Click Update Funding to save your changes.

Allocating funding to multiple children

From System Settings, you're able to view all children's funding allocation for each term and edit them using bulk actions.

Allocating funding

  1. In the top right, click on  > System Settings.
  2. Click on Terms/Funding.
  3. Click on the  icon next to a term to allocate funding for it.
  4. You’ll be taken to a screen with a list of children. Those who do not already have terms assigned for this period can be edited.
  5. Use the Weekly and Termly buttons in the top left to toggle between measuring funding hours as No. Hours/Week and No. of Hours/Term.
  6. Fill out the fields next to a child's name to enter their funding details.
  7. If a child is 2 years old, you can choose between one of two funding types for them: Two Year (Disadvantaged) and Two Year (Working Parents).
  8. Check the boxes next to Stretched Funding or Pupil Premium if they apply to this child. Check the box next to PDF if you have received a parent declaration form.
  9. If the child is at least 3 years old, you can select their Band for Deprivation Weighting.
  10. Fill in the Universal Entitlement and Extended Entitlement, which will calculate the Total Entitlement for this child. Note that these cannot exceed the Maximum Funded Hours assigned in funding settings.
  11. Click Save.

Bulk allocation

You can use bulk allocation to allocate the same funding details to multiple children.
  1. On the Terms/Funding page of System Settings, click on the  icon next to a term to allocate funding for it.
  2. You’ll be taken to a screen with a list of children. Those who do not already have terms assigned for this period can be edited.
  3. Check the boxes next to children's names to select them.
  4. Click on the Allocate button that appears in the top left. 
  5. In the pop-up window, you can change the children you're allocating in the Select child field. 
  6. If the child is at least 3 years old, select their Band for Deprivation Weighting.
  7. If a child is 2 years old, choose between one of two funding types for them: Two Year (Disadvantaged) and Two Year (Working Parents).
  8. Check the boxes next to Stretched Funding or Pupil Premium if they apply to this child. Check the box next to PDF if you have received a parent declaration form.
  9. Fill in the Universal Entitlement, Extended Entitlement, this will calculate the Total Entitlement for this child. Note that these cannot exceed the Maximum Funded Hours assigned in funding settings.
  10. Click Allocate.
  11. Click Save to confirm your allocation.

Copying funding allocation from a previous term

To make it easier to allocate funding for each term, eymanage lets you copy over a child's funding from the previous term.
  1. On the Terms/Funding page of System Settings, click on the  icon next to a term to allocate funding for it.
  2. You’ll be taken to a screen with a list of children. Those who do not already have terms assigned for this period can be edited.
  3. Check the boxes next to children's names to select them.
  4. Click on the Copy button that appears in the top left.
  5. In the pop-up window, choose the term you'd like to copy over.
  6. Click Copy.
  7. Click Save to confirm your allocation.

Deleting funding

From the funding allocation screen, you can delete funding for a child as long as funding hasn't been used yet for them.
  1. On the Terms/Funding page of System Settings, click on the  icon next to a term to allocate funding for it.
  2. You’ll be taken to a screen with a list of children. Those who do not already have terms assigned for this period can be edited.
  3. Check the boxes next to children's names to select them.
  4. Click on the Delete button that appears in the top left. 
  5. Type DELETE into the pop-up window.
  6. Click Delete.

Editing funding codes

Funding codes can be added for each child from the funding allocation screen. Codes edited from this screen will update the child profile.
  1. On the Terms/Funding page of System Settings, click on the  icon next to a term to allocate funding for it.
  2. Click on the  icon next to a child's name to see a list of details. 
  3. Click on the  icon next to a code to edit it.
  4. Type in the code.
  5. Click on the  icon.