eymanage: Updating your company/branch settings
Once you've logged in, you'll be greeted with a fresh new system. Currently, there's not much to it, because you haven't entered any data. So the first thing you should do is customise your settings.
On the system, multiple nursery branches can be set up under one company. Because of this, settings are split into Company/Nursery Chain Settings and Branch/Nursery Settings.
Company/Nursery Chain settings are company-wide, so changes made there affect every nursery branch on the system.
Branch/Nursery settings are specific to each nursery, and go into far more depth on certain features.
There are a lot of options, some with very niche functions, so we’ll just go through the most essential ones and the ones relevant to what we cover in this guide.
Company/Nursery Chain settings
To get to Company/Nursery Chain settings:
- In the top right, click on
> System Settings.
- You will be taken to the Company/Nursery Chain page.
On this page, the company's name, registration number, address, website, and email address will already be filled out.
At the top of the screen is where you can upload your company's Logo. This is the image that will appear in the top-left corner of the screen whenever you access the system, and can appear on certain documents, including the company-level enquiry form. Hover over placeholder image and click Edit Photo to upload a new logo from your computer.
Once you're happy with company settings, click Update to save your changes.
Branch/Nursery settings
To get to Branch/Nursery settings:
- In the top right, click on
- Click on Branch/Nursery on the left.
As with the company settings, certain fields like the name, address, website, email, and primary contact will already filled in.
The company's opening hours are split into Operational Hours and Core Hours. Different start and finish times can be filled out for each. Core hours refer to the times when children normally attend the nursery, while operational hours encompass all hours the nursery is in operation. By default, occupancy trackers will only calculate FTE/percentage occupancy based on the nursery's core hours, but sessions can still be booked outside those hours so long as they still fall within the operational hours.
You can also choose to calculate occupancy based off sessions types instead of core hours, but that's outside the scope of the Getting Started plan.
Operational/Core Days work in the same way, however you are given the additional option to choose whether to use occupational or core days on enquiry/registration forms. This affects which set of days parents can select as their preferred sessions.
The two Employee Hours fields affect your employee rota hours. The Start Time and Finish Time represent the the earliest and latest time an employee can be scheduled.
Once you've sorted out your hours, have a look at the AM/PM Session Split Time field. This determines the time when your sessions transition from the morning to the afternoon, which is reflected in occupancy reporting. The split time does not need to reflect actual AM/PM times, e.g. you can choose to have every session after 11:00 be considered PM.
Next, fill out the Capacity. This is the number of children your nursery can hold at any one time.
The First Day Of Week field allows you to change on which day your nursery transitions into a new week. This is set to Monday by default.
The Child leaves nursery after they turn field lets you set the age when a child leaves the nursery. The child’s Leave Date on their profile is automatically set to the end of August on the year the child turns this age.
Finally, the Message Delivery field allows you to determine how employees receive messages. By selecting System, employees will only be able to able to see their messages by logging in to their eyemployee account, once those have been set up. By selecting Email, employees will be able to view messages through the external email tied to their profile.
While there are plenty more settings, it's unlikely that they'll be relevant to you when you're just starting the system. You can leave fields like Session Rate Changes and Wages% on the default/blank for now and re-evaluate later if necessary.
Click Update to save your changes.
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