Discover Onboarding Milestones

Modified on Tue, 21 Jan at 10:10 AM

Welcome to Discover.
There are some key steps to complete to ensure your onboarding is as smooth as possible. In your Welcome Call, your Onboarding Specialist will provide you with a checklist of all the steps for a smooth transition!
The team is here to help, so please don't hesitate to get in touch should you have any questions at any stage!
Your Onboarding Journey will take approximately 12 weeks.

Milestone 1-5 - 4-6 Weeks
Milestone 6 - 6 weeks = 12 weeks in total.

Your Onboarding Specialist will be there to guide you, every step of the way as well as having checklist, and links to instructions.

Milestone 1: Welcome to Discover & Set Up your Service

Call 1.1 Welcome to Discover

Call 1.2 Navigation & Centre Settings

Attend your Welcome Call with your Onboarding Specialist
Return the Information required - Centre Set Up, Fees, & Holiday Policy
If you would like to use the Digital Enrolment Form in Discover, please send through a copy of your existing Enrolment Form and we can set this up for you.
Your Onboarding Specialist will set up your Centre & Book your Migration (if required)
Attend your Discover Navigation & Settings Overview Call
Finalise your Centre Settings (Steps here) & Centre Tabs (Steps here)
Complete the Service Set Up Learning Path
Test your Knowledge here
Brand New Service? Begin Milestone 2
Purchased a Centre already using Discover? Once your Migration has been completed begin Milestone 2
Moving from another software Provider? > Once your Migration has been completed you will then begin Milestone 2.

Milestone 2: Staff Profiles, Child & Parent Profiles

Call 2.1 Staff Profiles

Call 2.2 Child & Parent Profiles

Attend your Discover Staff Profiles Session with your Onboarding Specialist
Make sure Staff Details are correct in Discover, Qualifications have been added, & ECE Census Section has been updated, and if using pay parity that has been set up.
Attend your Discover Child & Parent Profiles, Enrolments (Bookings, Timetables) & Attestations
Print out your attestations/Enrolment Forms for Parents to sign
Make sure the child profiles have all information required for Go Live
Complete Child Profiles & Enrolment Learning Path
Complete Staff Management in Discover Learning Path
Test your Knowledge Child Profiles & Enrolments here
Test your Knowledge Staff Management in Discover here

Milestone 3: Get ready to Go Live - Family Experience & Create Rosters

Call 3.1 Get Parents ready for Go Live Week

Call 3.2 Create your Rosters

Attend your Family Experience Onboarding Session
Decide how your families will be signing their children in and out of the service see here
Complete Bookings & Attendance Learning Path
Complete Discover App Learning Path
Test your Knowledge for Bookings & Attendance here
If you are moving from another Software Provider:
End all Child Enrolments and add Leaving Dates for staff for the last day of operation in your old software.
Remove all Calendar entries from your old software.

Milestone 4: Go Live Week

4.1 Go Live Check in Call

Your Onboarding Specialist will connect your Service to the Ministry
Begin using Discover for your day to day Operations
Use the Discover sign in and out method you have chosen
Attend your Go Live Session Q&A
Complete Ministry of Education Learning Path
Test your Knowledge here
If you are moving from another Software Provider:
Make sure you have run your last Invoicing in your old Software & sent through your balances to your Onboarding Specialist.

Milestone 5: Invoicing & Parent Payments

5.1 Run your first batch of Invoices

5.2 Check in Call how did Invoicing go?

Attend your Invoicing & Parent Payments Onboarding Session
Your Onboarding Specialist will take you through
How to record parent payments
Setting your Invoice Settings
Running your first Invoices. For extra information see here
Book in a catch up call to ask any Questions & confirm processes for this week.
Complete Invoicing & Parent Payments Learning Path
Test your Knowledge here

Invoicing Tips & Tricks:
Managing Bill Payers see here

Milestone 6: Transition to Ongoing Support

6.1 Weekly Check in calls to be set up with your Onboarding Specialist.

You will continue to have weekly check in meetings with your Onboarding Specialist
Ask any questions you have about any of the processes or new queries that have come up since going live in Discover.
In week 12 - Your Onboarding Specialist will provide you with how to contact our Support Team, as well as how to book in for Training or our Expert Hour Webinars.

Congratulations on successfully Onboarding your Centre!