eymanage: Creating terms
For funding to be allocated to children during scheduling, they need to be assigned terms. You can create and customise multiple term types for your setting, with different start/finish dates, funding rates, and holidays. Funding can only be applied within term dates.
Again, we’ll be looking at the essential settings only. More complex options can be explored once you’re more familiar with the system.
- In the top right, go to
> System Settings.
- Click on Terms/Funding on the left.
- Click on the
button in the top right to create a new term.
- Give the term a Name and Description.
- Choose what Year this term is for.
- Choose the Funding Eligible Date. This is the latest a child can have their birthday to still be eligible for this term/rate.
- Choose the Start and Finish Date for this term. These cannot overlap with dates for other terms you have created.
- Choose an option for Funding Entitlement for Partial Weeks:
- Full Week: If there is a partial week included in the term dates, funding entitlement will be the same as if it were a full week.
- Pro Rata: If there is a partial week included in the term dates, funding entitlement will be adjusted relative to the number of term days within that week.
- Enter the Start Dates and Finish Dates of all holidays that occur within the term period under Term Holidays. No funding applies during these dates.
- Choose the Colour for this term. Children on the Children page will be highlighted the colour of the term, and term holidays will appear as this colour in the calendar.
- Choose in which months this term runs in the Term Months field.
- Fill out the funding rates for your Local Authority.
- Click Save.
Related Articles
eymanage: Assigning terms to children
Once you’ve created your terms, you can assign them to children so they have funded hours during scheduled sessions. You can either do this individually, or assign a term to multiple children at once. Allocating funding to individual children Click ...eymanage & eylog: Creating rooms/groups
Before you can start adding children and staff, you need to create the rooms that they’ll inhabit. Rooms/Groups represent the physical rooms you have in a nursery. On eylog, staff/child ratios are calculated on a room-by-room basis. If you have both ...eymanage: Creating sessions
Before you can begin booking sessions for children at the nursery you have to set up session types. These can be created and customised in System Settings. Session types determine the start/finish times for a session, as well as rates and how they’re ...eylog & eymanage: Inviting parents
Creating a login for a parent will give them access to the parent portal. Through this, they can see their child’s schedule, observations, reports, daily diaries, registers, accident sheets and medicine forms. Inviting parents through eymanage lets ...eymanage: Using events
eymanage allows you to schedule Events for staff and children, such as contract changes, parent meetings, and so on. These events can be tracked through the calendar. Creating event types Before you can add an event to a child or staff member, you ...