Search Results

Found 32 results for "staff"

Troubleshooting

Common Staff Portal Issues

Solutions to frequently encountered problems for nursery staff

Getting Started

Understanding the Staff Dashboard

A complete guide to the home dashboard, its widgets, statistics, and quick actions

Getting Started

Portal Overview

An introduction to the Early Years Funding Portal and its key features

Getting Started

Complete Funding Process: Start to Finish

A comprehensive walkthrough of the entire funding process from period setup to local authority export

Children Management

Medical Information & Allergies

Recording medical conditions, allergies, dietary requirements, and emergency contacts

Children Management

Legal ID Documents

Recording and viewing identity documents for funding verification

Children Management

Capturing & Uploading Document Images

How to take quality photos of documents and upload them successfully

Children Management

Funding Codes (30-Hour and 2-Year-Old)

Understanding and managing eligibility codes for funded hours

Funding Submissions

Understanding the 10-State Submission Workflow

Learn about the different stages a funding submission goes through from creation to export

Funding Submissions

Creating Funding Submissions

Step-by-step guide to creating individual or bulk funding submissions

Funding Submissions

Sending Submissions to Parents

How to send submissions to parents for completion, including validation requirements

Funding Submissions

Reviewing Parent Submissions

How to review and approve submissions completed by parents

Funding Submissions

30-Hour Eligibility Code Verification

Understanding and verifying 30-hour childcare eligibility codes with evidence upload

Funding Submissions

2-Year-Old Eligibility Code Verification

Understanding and verifying 2-year-old funded childcare eligibility codes with evidence upload

Funding Submissions

Electronic Signatures & Legal Validity

Understanding the legal standing of electronic signatures and fraud prevention measures

Funding Submissions

Submission Validation Rules

Understanding what is validated at each stage and how to resolve validation errors

Funding Submissions

Employee Assisted Submissions

How to complete funding declarations on behalf of parents who need assistance

Funding Submissions

Rejection and Resubmission

How to reject submissions that need corrections and manage the resubmission process

Funding Submissions

Exporting Submissions to Local Authority

How to export approved submissions for your local authority funding claim

Parent Portal

Providing Medical Information

How to enter your child's medical details, allergies, and emergency contacts

Funding Periods

Understanding Funding Periods

How funding periods work, key dates, and managing the funding calendar

Funding Periods

Creating and Managing Funding Periods

How to create, configure, and manage funding periods

Funding Periods

Period Statistics and Monitoring

How to monitor submission progress for a funding period

Reports & Exports

Reports Dashboard & Statistics

Understanding the reports dashboard, available statistics, and analytics charts

Reports & Exports

Report Field Reference

Complete reference of all available fields for custom reports

Administration

User Management

Managing user accounts, permissions, roles, and multi-nursery assignments

Administration

Nursery Configuration

Setting up and configuring nurseries, signatures, local authority settings, and custom agreement terms

Administration

Session Templates & Auto-Fill Hours

Creating reusable attendance session templates and automatically calculating funded hours

Administration

Audit Logs

Comprehensive system audit trails, activity tracking, and before/after data changes

Administration

Address Cleanup Utility

Fix duplicate house numbers in addresses caused by data entry issues

Troubleshooting

Login & Account Issues

Resolving login problems, password resets, and account access issues

Troubleshooting

Understanding Error Messages

What common error messages mean and how to resolve them