Getting Started: Step 3
eymanage: Scheduling sessions for children
Once you’ve added children and staff, set up session types and products/services, you can start scheduling sessions for children. You can find the calendar of scheduled sessions in the Child Scheduling section of the child profile. Scheduling ...
eypeople: Scheduling staff absences
Go to the Staff page. Click on the name of the staff member to be taken to their profile. Click on the Staff Scheduling tab on the left. Click on the all-day area under the day to mark absent. Fill out the details of the absence in the pop-up window: ...
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 > ...
End of Getting Started Step 3
Congratulations on finishing Step 3! When you’re ready for the next step, be sure to book a 30-minute Q&A session here so you can be confident about what you’ve learned so far. In Step 4, we’ll look at how to generate your first batch of invoices, ...
eylog: Writing daily diaries
You can use the Daily Diary to record a child’s daily actions – including nappy changes, sleep times, etc – and absences. You can do this for one child at a time, or see and edit all daily diaries at once from the group Daily Diary screen. Once ...
eylog: Making observations
Let’s look at how to create observations on the eylog practitioner app. You can use observations to track how a child is progressing in their development. This includes the option to add an assessment, which allows you to evaluate that child ...
eylog: Creating reports
Reports have to be created on the web version, usually by a manager, but can be edited on the practitioner app. Creating a Report On the web version, click on Children in the sidebar. Click on a child to bring up their profile. Click on Reports. ...
eylog: Creating custom report templates
Reports are a way for parents to see how a child is progressing. You have a choice between Summative and Transition reports. Transition reports are much like Summative reports, except that they give more of a sense of how a child has progressed since ...
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: 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 ...
eymanage: Updating your funding settings
Another important part of setting up invoices is making sure you set up how child funding is allocated against the invoice. Again, we’ll be looking at the essential settings only. More complex options can be explored once you’re more familiar with ...
eymanage: Updating your invoice settings
Before you begin generating invoices you should take a look at your invoice settings to make sure they function the way you’d like. To find your invoice settings: In the top right, click on > System Settings. Click on Invoices/Payments on the left Go ...
eymanage: Scheduling sessions for staff
As with children, you can book nursery sessions for staff members through their profiles. You can find the calendar of scheduled sessions in the Staff Scheduling section of the staff profile. To schedule a session for staff: Go to the Staff page. ...
eymanage: Creating products & services
Products and services are anything that the parent pays for in addition to scheduled sessions. Setting up products and services can go quite in-depth. Since this is a guide for new users, we’ll just look at the essential points: To create a product ...
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 ...
Getting Started Step 3: Introduction
Welcome to Step 3 of the Getting Started guide! You should have completed your Getting Started training call by now, and be feeling prepared to dive into setting up the system in preparation for sending out the first batch of invoices. On eylog, ...
eylog: Selecting frameworks
Before you can use an assessment framework in observations, they need to be enabled on the system. You can do this in System Settings. Hover over your profile picture in the top right. Click on System Settings. Click on Frameworks. Click Submit when ...