eypeople: Using events

eypeople: Using events

eypeople 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 have to create an event type for it in settings.
  1. In the top right, click on  > System Settings.
  2. Click on Events in the sidebar.
  3. Click on the  icon in the top right to add a new event type.
  4. Type in the Name of the event type, and a Description.
  5. Type in the Title Date 1 and Title Date 2. These affect the names of the fields that allow users to pick a date. For example, you may enter "Start Date" and "Due Date". If you leave this blank, the field will not appear.
  6. Fill in the Title Description and Title Notes. These affect the names of the fields that allow users to type in any extra details you may require. If you leave this blank, the field will not appear.
  7. Tick the box next to Staff or Children, or both, depending on who you want this event type to appear for. 
  8. Click Save.
Adding events
  1. Click on  Staff or  Children in the sidebar.
  2. Click on a name to be taken to their profile.
  3. Click on Events in the sidebar.
  4. Click on the  icon in the top right to add an event.
  5. Select an Event type from the drop-down menu.
  6. Fill out the form that appears.
  7. If you want to upload a file, drop it into the grey box, or click on the box and search for your file.
  8. Click Save.

    • Related Articles

    • eypeople: Using documents

      eypeople lets you upload important documents to staff and child profiles, where they’re stored in the Documents tab. However, before you can upload a document, you have to set up document types on the system. These determine the names of the fields ...

    • eypeople: Setting up holiday/sickness entitlement for a staff member

      You can set up entitlement for an individual staff member in the Contract/Entitlement section of the staff profile. eypeople is able to calculate holiday/sickness entitlement according to contracted hours, start/end dates, and contract days. Any ...

    • eypeople: Updating HR settings

      On eypeople, you can keep track of how many holidays and sick days have been used by staff members, and how many remain. To this end, we recommend updating the HR settings to suit your needs. To find your HR settings: In the top right, click on > ...

    • eypeople: Event, document, and training reminders

      When setting up events, documents, and training, you have the option to turn on Notifications/Reminders, which will give you a notification when events or expiry dates are approaching. For Events and Documents When creating an event or document type, ...

    • eylog: Using accident/incident sheets

      You can use Accident/Incident sheets to record if a child has had an accident or incident that resulted in an injury, and what actions have been taken in response. Once it’s been filled out, the sheet can then be sent to the child’s parent. You can ...