Company and Branch Settings
Access Levels
All eyworks users are assigned roles on the system with different access levels. Access levels determine who can use certain features of the system. User Roles Company Admin Area Manager Area Standard Nursery Manager Nursery Standard Accounts Admin ...
Setting up reminders/notifications for training
When setting up training courses you have the option to turn on Reminders/Notifications, which will give you a notification when events or expiry dates are approaching. In the top right, click on > Global Settings. Click on HR in the sidebar. Go to ...
Integrating with Almas
Almas integration is available for free to customers using Almas’ Optima software who have both eymanage and eylog. Choosing to integrate with Almas connects the Optima software with the staff register on eylog. When staff use the Optima biometrics ...
Adding a user in eymanage
Users are anyone who has access to the eyworks system. Users are given access to different parts of the system depending on their role. In the top right, click on > System Settings. Click on the Users tab. Click on the icon in the top right. Type in ...
Adding an event through the branch calendar
You can add nursery-wide events through the Branch Calendar. These events apply to both staff and children. Click on Calendar in the sidebar. Click on a date in the calendar to add an event. Holding and dragging will let you select multiple dates. ...
Creating event types
Whenever you create an event for a child or staff member, you have to assign it an event type. This determines the names of the fields that appear when you create a document. You can customise event types in System Settings. In the top right, click ...
Setting up reminders/notifications for events and documents
When setting up events and documents you have the option to turn on Reminders/Notifications, which will give you a notification when events or expiry dates are approaching. When creating an event or document type, check the box next to ...
Creating document types
Each document uploaded to a staff or child profile must be assigned a document type. This determines the names of the fields that appear when you create a document. You can customise document types in System Settings. In the top right, click on > ...
Creating tags for staff and children
Tags are a great way of keeping track of children and staff members with specific qualities. All tags are created by the user, and so can be specialised for however you want your children and staff organised. In the top right, click on > System ...
Making a setting inactive
If there are options in Global Settings and System Settings that you don’t want to be usable for a time, but which you don’t want to delete, you can make the setting inactive. For instance, there may be a product that you no longer provide, but which ...
Global settings vs. system settings
If you have access to both Global Settings and System Settings, you may notice that a lot of options appear in both. For example, you can create tags, edit email templates, customise events and documents and more, in both Global Settings and System ...
Adding tags to a nursery branch
If your company controls multiple nursery branches, it may be useful to give them tags as a way of organising them. A few places on the system allow you to use nursery tags to filter data. In the top right, click on > System Settings. Click on the ...
Customising branding
Company branding affects the appearance of eymanage, as well as the appearance of enquiry and registration forms. You can customise branding to change the logos that appear on the system, as well as the logos and heading colours that are used in the ...
Branch/nursery settings
In the Branch/Nursery tab of System Settings, you can fill out information about a nursery branch, and change some settings that affect functions on eymanage. Unlike Company/Nursery Chain settings, Branch/Nursery settings only affect one nursery ...
Company/nursery chain settings
In the Company/Nursery Chain tab of System Settings, you can fill out information about your company, and change some settings that affect functions on eymanage. There aren't quite as many options here as in Branch/Nursery settings, but ...