Documents/Events
Adding an event through the branch calendar
You can add nursery-wide events through the Branch Calendar. These events apply to both employees 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 ...
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 an employee 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 event types
Whenever you create an event for a child or employee, 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 on > ...
Adding a DBS number
Through the Document tab Click on Employees in the sidebar. Click on the name of the employee to be taken to their profile. Click on Documents in the sidebar. Click on the icon in the top right to add a document. Select DBS Number as the Document ...
Completing events for employees
You can mark events as completed, in which case they won’t appear on your dashboard but will still show up on the Branch Calendar. Click on Employees in the sidebar. Click on the name of the employee to be taken to their profile. Click on Events in ...
Adding documents for employees
Any important documents related to an employee can be uploaded to the Documents section of their profile. Upcoming expiry dates for documents appear in the Notifications section of the Dashboard. Click on Employees in the sidebar. Click on the name ...
Adding events for employees
eypeople allows you to schedule Events for specific employees, such as contract changes, reviews, paternity/maternity leave, and so on. These events can be tracked through the calendar, and upcoming events are shown in the Notifications section of ...
Controlling employee login access for documents and events
If a staff member has an employee login, they have access to limited features of eypeople, including the ability to view their employee profile. Although generally staff are not able to edit their own profiles, depending on what permissions you give ...