Allocating funding to multiple children

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.

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