Getting Started: Step 5
End of the Getting Started guide
Congratulations on reaching the end of Step 5, and the end of the Getting Started guide! You are now an eyworks expert however if you still have questions, our support team are always happy to answer them.
eyengage: Creating a poll
On eyengage, you can use polls to gather opinions or information from parents and staff. In the top right, click Create New > Poll. Beside Sharing To in the top left, choose who you want to share the post to between Nursery, Room, and Tags, then use ...
eyengage: Creating a post
On eyengage, you can use posts to update staff and parents about what’s going on at the nursery. In the top right, click Create New > Post. Beside Sharing To in the top left, choose who you want to share the post to between Nursery, Room, and Tags, ...
eyengage: Creating categories/sub-categories
Categories and sub-categories are ways of organising your posts on eyengage. You can filter by category/sub-category using the left sidebar. A category must contain at least one sub-category. In the top right, under Settings, click Categories. In the ...
eyengage: Adding staff and parents to eyengage
eyengage offers a way of connecting with your nursery’s wider community. Once they’ve been added to the system, staff and parents can receive frequent updates about what’s going on at the nursery, post comments, and participate in polls. Adding staff ...
eyrecruit: Creating a job
In eyrecruit, click on the Jobs tab. Click the Create Job button in the top right. Create Job Fill out the fields that appear. Ticking Internal Job will prevent the job from being published to job boards. Click Save & Continue when you’re ready. ...
eyrecruit: Creating/editing email templates
Email templates are a way of streamlining communication between candidates and the hiring team. Instead of typing out an email for every candidate, you can use an email template, which will automatically fill out candidate-specific details using ...
eyenquiries: Creating a payment
Once you’ve received payment for an invoice, you can mark it as paid on the system. Go to eyenquiries > Pipeline. Click on a child’s name to bring up their enquiry profile. Click on the unpaid invoice to bring up its details. Under Receive a payment, ...
eyenquiries: Creating an invoice
Sometimes, it's necessary to request payment from parents during the enquiry process, which is why eyenquiries has its own invoicing system. It shares some features with the eymanage invoicing system, but when a child is enrolled, invoice records are ...
eyenquiries: Creating a new automation rule
Rules are the elements that automate your workflow, and they’re simpler than you might think. They work on the basis of cause and effect. In eyenquiries, the cause is known as the trigger, and the effect is the activity. In the top right, click on > ...
eyenquiries: Creating a custom email template
In eyenquiries, email templates are an important part of workflow automation. Instead of typing out a new email for every communication, you can use a template, which will fill out certain keywords with information stored in the system. This allows ...
eyenquiries: Introduction to workflow automation
When managing enquiries, there are certain actions that have to be repeated over and over again. Confirmation emails, phone calls, tasks – if there are things that recur in the process of moving an enquiry through the pipeline, they can be sped up ...
eyenquiries: Sending a registration form
You can either send a registration form through the pipeline, or from an enquiry’s profile. Through the pipeline Go to eyenquiries > Pipeline. Drag and drop an enquiry into the Registration Form stage. A window will pop up showing an email template ...
eyenquiries: Customising your registration form
When you’re ready for a child to be registered at your nursery, you can send the parent a registration form. Before you do this, it’s best to see what customisation options are available. In the top right, click on > System Settings. On the left-hand ...
eyenquiries: Moving an enquiry through the pipeline
When you receive an enquiry, it is automatically added to the Enquiry In stage of the pipeline. You can move an enquiry through the pipeline by dragging and dropping it to another stage. Dropping an enquiry into some stages will trigger an action. ...
eyenquiries: Adding an enquiry
When a parent fills out an enquiry form, the enquiry will automatically appear on your eyenquiries pipeline. To view this enquiry: In the sidebar, go to eyenquiries > Pipeline. The new enquiry should have appeared under Enquiry In. The date of the ...
eyenquiries: Sharing the enquiry form
eyenquiries generates a personalised link that can be used to access your setting’s enquiry form. This can be sent out to parents, or inserted into your website. In the top right, click on > System settings. On the left-hand side, click on ...
eyenquiries: Customising your enquiry form
Parents make an enquiry by submitting a form, which creates an enquiry profile on the pipeline. Before you allow parents to submit the form, we recommend looking through the customisation option so it fits your setting’s needs. In the top right, ...
eyenquiries: Understanding your pipeline
Your pipeline is your main way of tracking the progress of each of your enquiries. Let’s go through it from top to bottom. In the top left is the Filter button, and the Legend. The filter lets you control what you see on the pipeline. The Legend is a ...
eymanage & eyenquiries: Sending messages through the system
You can see a record of all communications with parents, staff members, and enquiries in Messages. This is also where you can send messages to them. Depending on what setting you chose for Message Delivery in Nursery/Branch Settings, they may receive ...
eymanage: 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, ...
eymanage: Using events
eymanage 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 ...
eymanage: Using documents
eymanage 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 ...
eymanage: Managing qualifications
As with training courses, you can add qualifications to a staff profile to keep track of which qualifications a staff member currently has, and which they are working towards. Creating a qualification In the top right, click on > Global Settings. ...
eymanage: Managing training courses
Staff can be assigned training courses in their staff profiles. This is different from scheduling their training as a session. Adding a training course is a way of keeping track of what courses they have completed, and which are to-do. Before you can ...
eymanage: Managing training entitlement
Training entitlement works slightly differently from holiday or sickness entitlement. To begin with, training is not considered an absence, it is booked within session scheduling. Remaining training entitlement also isn’t recorded on the ...
eymanage: 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: ...
eymanage: 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. eymanage is able to calculate holiday/sickness entitlement according to contracted hours, start/end dates, and contract days. Any ...
eymanage: Updating HR settings
On eymanage, 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 > ...
Step 5: Introduction
Welcome to Step 5 of the Getting Started guide! If you’ve reached this point, you should have completed the Explore More training call, and you’ve probably learned how to use the essential features of the system. Step 5 expands the scope and begins ...